Tag Archives | Generational Planning
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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Everyone's a winner

Everyone’s a Winner

Meet the Millennials Step aside baby boomers and make room for the millennials. Sorry to disappoint, but you are not the only game in town anymore.  Now “everyone’s a winner!”   For the longest time we have been hearing a great deal about the impact of the baby boomer generation and their potential to transform […]

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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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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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Olympic Behaviors

Olympic Behaviors

What’s your medal in? What are you working toward?    By the time you read this the 2012 Olympic events will be well on their way to entries in the history books.  We will be relishing thrilling victories and agonizing defeats.  Past champions limelight will be lavished on new individuals.  Personally I’m rooting for Michael […]

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Are You a Family Steward?

Years ago I was doing some research on the different types of investors. I came across a type known as The Family Steward. This has always struck me as odd. I thought to myself isn’t everyone a family steward? I guess the answer is no. Who knew? What does it mean to be a family […]

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Monopoly Money

Raising Financially Savvy Kids

During the 1990s it may have seemed like money grew on trees. We had a robust market where investment portfolios grew significantly and a lot of people used their home equity as a line of credit. In the last 10 years this has changed. Just as it’s important to talk to your aging parents about […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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