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Year: 2023

Why A Happy Advisor Is A Good Advisor

Why A Happy Advisor Is A Good Advisor

Why A Happy Advisor Is A Good Advisor Written By: Jacqueline Sergeant August 28, 2023 A lot has been said and written about what makes a good financial advisor and there is usually agreement on what qualities they should possess. The list often includes traits such as...

What’s Worse Than Having No Will? Having Two

Estate planning matters. Not having a will can leave surviving family members to struggle with legal complexities, increased costs, and strained relationships as they make decisions that they can only hope the deceased would have approved. It adds pain and heartache....

Predictions of US Dollar’s Demise Did Not Come True

At the height of the pandemic recession, a June 22, 2020, headline in The Capitalist.com caught my eye: “Dollar Will Plunge 35%, Lose Status As World Reserve Currency.” The article opened with, “The US dollar is on the verge of a 35% collapse. It could also lose its...

Faux Financial Intimacy or Genuine Communication

Are you and your spouse truly aligned when it comes to finances? Do you rarely experience conflicts about money? If so, you might have financial intimacy in your relationship. This goes beyond merely sharing financial information. It involves both partners feeling...

Maintaining Elder Independence Without Burdening Your Family

As we age, what does staying independent look like? This is a tale of two families, similar in political and religious beliefs, income, and net worth, who approached aging very differently. The first family had a culture of self-reliance. As they aged, the parents...