“Stuff,” Money, and Music

I think it is safe to say that for anyone who has spent time cleaning out someone’s house after a life changing event the words “I wish [Mom and Dad/Grandma/Aunt Mildred, etc.] had more stuff!” have never been uttered. I know those were not the exact words I have used during the clean-out process for […]

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How His, Hers, and Ours Accounts Can Really Cost You!

Many married couples make the decision to keep a bank or brokerage account in their own name without the other spouse having any access or visibility into the use of those accounts. Some folks call these “fun money” or “mad money” accounts and they are perfectly okay for married couples to have for purposes of […]

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Yes, It’s Tax Time Again, But That Can Be A Good Thing.

Okay, I don’t mean that preparing your tax returns and paying taxes is the good thing, though as is often heard around tax time, the old chestnut from U.S. Supreme Court Justice Oliver Wendell Holmes, Jr., “Taxes are what we pay for civilized society” does ring true. The good thing I am referring to really […]

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Casey Kasem’s final sendoff not what he would have wanted.

The recent death of legendary DJ and host of American Top 40 (and the voice of Shaggy on Scooby-Doo,a personal favorite!) Casey Kasem came at the end of a public spectacle of family infighting and legal action that undoubtedly Mr. Kasem would not have wanted. Disputes between his current wife and children from a former […]

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A Dozen Difficult Questions

Ask yourself the following questions: If I were to become disabled tomorrow: 1. Who would pay my bills? 2. Who would be able to make medical decisions for me if I cannot? 3. Would the family business continue? 4. Would my end of life care decisions be known and honored? If I were to die […]

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Peace of Mind Planning–The Top 10 List

Fans of David Letterman know that he regularly uses Top 10 lists for comic effect. But these lists can also serve a less humorous purpose–to give us easy to follow bullet points on important topics. Today’s topic is 10 Reasons For You To Develop Your Own Peace of Mind Plan: 1. Provides resources and guidance […]

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