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Month: May 2006

One Person’s Trash is Another Person’s Family Heirloom

As a financial planner, I am accustomed to helping clients make decisions on a large scale. In my profession, we often tend to look at the big picture. Legacy planning, for example, deals with some significant issues such as options for distributing your estate. Do...

The Difference Between Dreams and Schemes

Is your financial planner’s job to help you do what you want to do—or to talk you out of it?  The short answer to that question is, “Yes.” Or possibly, “It depends.” As I’ve written before, probably often enough so people are tired of reading it, if you consult a...

529 Plans–Not Just for Kids

A couple who are my clients have three adult daughters, all in their 20s. Two of them have chosen not to go to college for now, though they both intend to do so eventually. The third has completed two years of college classes but has put her education on hold for a...