If you’re like most parents I know, the “To-Do” list below is going to be a little tough to tackle in the midst of Back To School craziness but I hope you’ll take a look and consider checking a few things off when you have time. You’ll gain peace of mind while you confirm that your financial house is in order.
Tips for Sharing the Role as the Family CFO
Who Will Be the Head of YOUR Household When You Die?
Some people claim that Colorado is “probate friendly” state and therefore, families don’t need to avoid probate. I’m here to say, as clearly and boldly as I can, that’s a bunch of who-ha. Who’s the head of my household when I die? One of my seven sisters will have that enviable job! I’ve heard lawyers […]
Gifts to Your Children or Grandchildren–What Could Go Wrong?!
7 Things We Should Learn From Our Parents (or Not) About Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them […]
