I’m no fool, no sir-ee

Jiminy Cricket was not far off in those days. I was in boarding school in high school because we grew up on a farm that was pretty far from the town where the school was, and if I wanted to do all the sports and after-school activities that I loved, my (single) Mom could not afford to drive me back and forth – especially seeing that I was one of six … [Read more...]

Why should my kid have an Estate pLan?

A client was shocked the other day when I suggested that his student, recently out of college, should have an Estate Plan. As our children get older, our conversations with them get more meaningful and the subjects take on increased value. I often have discussions with my clients about their Estate Planning, but they were shocked when I suggested that estate … [Read more...]

Dr. Livingston I presume?

I was reminded this week of the time when we visited the Victoria Falls in Africa. Also known as Mosi-oa-Tunya (Smoke that Thunders), the Falls emanate out of the Zambezi river in Zambia and are one of the seven natural wonders of the world. Vic Falls (as it is known locally in Africa) are roughly twice as high as the Niagara Falls and twice as wide as … [Read more...]

Both sides now

Joni Mitchell wrote the famous song “Both Sides Now” after being inspired by a passage from the novel “Henderson the Rain King” about being on a plane looking down on the clouds. There are so many examples in life where we see things from our perspective and yet others see the same things from a different perspective. I have just returned from Africa on a trip … [Read more...]

Vital lessons for our kids about money

"Kids who have the freedom to manage their own money seem to have better money behaviors and are more truthful with their parents about how their money was spent." Being a parent is tough in many senses. Things that our kids learn early are often the things that influence them the most. When to be tough, when to be soft. When to help and when to let … [Read more...]

6 Things to Think About When Creating a Will

This piece was written for legalzoom by Michelle Fabie Esq - a freelance writer and I found it had pretty valuable information in a simple format. No matter your age or economic status, creating a will is the single best estate planning action you can take right now. Why? Because having a valid last will and testament helps assure that your wishes regarding … [Read more...]

Giraffe, Finances and the Circle of Life

For many years I have taken teams of people to South Africa to do work among those less fortunate than most of us. This last month I was reminded once again that we often think we are going to faraway places to give of ourselves and our resources, but we end up receiving life altering insights and gifts as we connect with those in need and recognize our common … [Read more...]

Do I dare to look today or not?

We all love looking at our retirement account statements when the market is up, but some people are scared to look at them when the market is down. We are all different – Some folk will check their statements on a daily or weekly basis, and others only when they get their quarterly statements and some only once a year. Do I check my pulse each morning to see … [Read more...]