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Financial Planning In Your 30’s

Watch this video on YouTube For many young adults, the 30’s are the decade when real adulthood takes over. It’s the decade of family. It’s typical at this stage to be parenting young children, getting well-established in careers, and managing...

Live in the Present, Plan for the Future

Watch this video on YouTube Being present. Living in the moment. These important aspects of personal and spiritual growth may sound simple and attractive, but they are far more difficult to practice than they seem. Like many of us, I spend a lot of time worrying about...

More Tax Consequences of President’s Proposed Budget

Watch this video on YouTube The current annual US budget, as proposed by President Obama, includes some significant potential changes in tax law. Among these are proposals that could result in higher capital gains taxes on inherited property, an end to most...

Estate Planning Beyond Traditional Family

Watch this video on YouTube One of the reasons so many of us procrastinate when it comes to estate planning is a reluctance to think about death and dying. Another reason that may be even stronger is the need to make decisions. It’s not so hard to make an...