Anyone charged with handling someone’s estate, whether they be trustee, executor or personal representative – or even just an estate administrator, takes on a degree of risk. Having legal counsel help you through the...
Conrad Richter, in the book, The Trees, describes the burial of Sayward’s pioneer mother. Sayward was just a teen, but she took charge of preparing her mother’s body for burial – instructing her sisters...
Most everyone experiences a downgrade in their lifestyle when they leave the nest. As children and teens and even as young adults, we are immersed in the lifestyle of our parents. That becomes our...
If you have family meetings between the various generations and family units every year, you may find that family members lose interest in those meetings over time. We’ve had meetings for the past four...
Assuming you have set up a will and maybe a trust here are 5 other essential things to do NOW to help your executor or successor trustee deal with your instructions and your family’s...
Have you ever wished that schools in the US would provide more in the way of personal finance education? Some school districts do require financial literacy classes, but they typically don’t occur until high...
The American Dream – if you work hard you can do well. We want our children to have better lives than we do. Yet we still leave personal finance education pretty much up to...
Grandma’s Money Camp -Teaching my grandchildren personal finance. I’m building my bridge to the next generation and helping my kids teach their kids personal finance by holding an annual Grandma Rie’s Money Camp for...
Stories are a great teaching tool. My Financial Fables are meant to instruct children in good money habits. The Beaver-Coon Dam Company The great prairie had few trees and fewer streams, but the Beaver...
It’s so much more than financial planning! Do you dream of retiring? Are you saving and slaving to get there? Of late, statistics and surveys indicate that a lot of the boomer generation expects...
