Tag Archives | Family Dynamics
toomuchstuff

Unhook Yourself!

Have you ever heard the phrase less is more? When it comes to “stuff” I’m really beginning to learn this lesson. It’s taken a while but I’m finally getting it. When I look around my house, I have to ask myself… where did all this stuff come from? How have I accumulated so much “stuff”? […]

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Sara on Radio (3)

Adoption

Financial Strategies for life – On the Air Things that impact you and your family.  Listen In! Sara chats with Midge Suite-Arnold from Step by Step Adoption Consultants. In this broadcast of Financial Strategies for life Sara and Midge talk about adoption, the adoption process and how to plan for the financial impact of adoption. Click on link […]

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Sara on Radio (3)

Legal Basics

Listen in as the Lake Norman Money Maven discusses Legal Basics with special guest Lauren T. Millovitsch from the Law Firm of Blanco Tackabery on a recent edition of Financial Strategies for Life. http://www.wsicweb.com/media/audio/preferred/01-15-2013-LegalBasic.mp3 Financial Strategies for Life, where we discuss everything financial, is also on the radio. Tune in every Tuesday morning from 8:00 – 9:00 […]

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Rosey the Riveter

Ladies – Are You Ready?

Ladies! Have you noticed that we are experiencing a female power surge? In the recent election we saw a broad sweep of women elected into public office.  So much so that we may have just elected the woman who is destined to become our first female president. One can hope anyway! If you watched either […]

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MaleCaregiver2

Men Do It, Too!

The Caregivers Challenge Let’s Hear It For The Boys! This post is a personal one. It’s a public thank you to all the guys out there who are stepping up to the challenge; the challenge of caregiving. Guys… I’m speaking to you… you know who you are. Caregivers come in many shapes and sizes.  Some […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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grandparents

CELEBRATING GRANDPARENTS

National Grandparents Day is September 09, 2012, a day for us to honor grandparents. These are the folks who make our homes, our communities, our neighborhoods and our families special. Like so many things in life, the thing about grandparents is they come in all shapes and sizes. Some we are related to, and some […]

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financial-planning-leaving-your-legacy

Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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LTM

A Parent’s Right to Know

Legal Challenges You May Face in the Battle for Information of an Adult Child Guest Post by Lauren T. Millovitsch, Esq.       (learn more about Lauren at the end of this post).  Fall is upon us.  The weather is getting cooler, the days are getting shorter, and our children are headed back to school.  As you get ready to […]

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Blue box (4)

It’s Emotional!

Buy low sell high. That is the goal, yet most investors do the exact opposite.         Why?       It’s simple.       It’s human nature.       It’s emotional.      Let’s take a look at some of the behaviors that influence our decisions.  We are most influenced by pain points that are the most recent, […]

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