Author: Marie

How to Teach Your Child About Credit

In Prepare Your Child to Leave the Nest , we talked about the need to teach your kids the mechanics and values related to money. As we noted, it is a process, not an event. Over...

Alternatives to a Traditional American Burial

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...

Be Careful with Debts of the Deceased

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...

Prepare Your Child to Leave the Nest

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...

Real Estate Business Opportunities

Have you ever wished for a way to dip your toes into the real estate arena without totaling committing your body and soul to it? There may be a few ways to do that…...

Banking Perks for the Affluent

Maybe you aren’t a mega millionaire but you have a nice nest egg put aside, maybe as much as a quarter of a million or more – or perhaps as ‘little’ as $100K. If...

Saving starts at home

I’m sure most of you know that one of the best ways to build wealth is to save more of your income than you spend, consistently, year over year – and to grow the...

The Family Office – An Insider’s View

Have you ever wondered what a family office is really like? Jonathan Galt, financial analyst for a multifamily office as well as the owner and main blogger at Save 100K.com shared his insights with me...