Tag Archives | Legacy 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)

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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Charitable Giving

Doing Good – Charitable Giving 2012

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]

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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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ROAD TRIPPING OUT WEST!

When you see this post I will be in the midst of my trip. As I write this I am reflecting on this once in a lifetime opportunity that lies ahead. Stay tuned for an update once I return. I’m leaving on vacation very soon and am truly looking forward to a change of scenery […]

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