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Category Archives: Financial Planning
Love and Estate Planning
A friend of mine who is in her forties just lost her husband, the love of her life, after only a few years of marriage. They planned on a long and laughter-filled adventure together. Then one afternoon he died suddenly … Continue reading
Posted in Financial Planning, Taxes
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There’s planning… and then there’s LIFE
The other day I was talking to a close friend who is also in the investment world and he reminded me of a saying, “Life is what happens while you are busy planning.” We are both chronic planners, finding comfort in … Continue reading
Posted in Financial Planning
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