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Tips on Insuring and Distributing Your Collections

There is much to be considered with your valuables under the new tax code.  Mary Pilon  from The Wall Street Journal discusses the many tax issues that could arise when settling estates and different ways to handle them.  She writes, “under current law, heirs of...

Getting America Back to Work

Here is a little primer for all the politicians and economists who are having a tough time figuring out how to get Americans working again. The one word that best sums up the difference between being an employee and an owner of a small business is “risk.” If you own...

Couples Financial Therapy Workshop

Paul and Teena were new clients.  “You know, our marriage is great except for one area, money.  Whenever we talk about money we get into a fight, so we just don’t talk about it.” Understanding money is a 21st century survival...

Advisors Collaborating With Therapists for Clients Money Issues

“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.”  Lisa Shidler from Investment...

Waste Not, Want Not

As I cleared our dinner table the other night, I scraped some of my uneaten veggies into the trash. I immediately heard my mother saying, “There are starving kids in India that would give their right arms to eat what you are throwing away!” She had a point. Affluence...