Tag Archives | Family
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Gobble Gobble

Happy Thanksgiving From Preferred Financial Strategies, Inc.

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retirement estate planning

Beware the “Free” lunch or dinner!

There’s no such thing as a free lunch…or a free dinner   Guest Post by Lauren T. Millovitsch, Esq.   (learn more about Lauren at the end of this post)   If you’re retired or approaching retirement, you’ve probably received a few invitations in the mail for estate planning seminars. Generally, they reel you in with […]

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financially fit 2

Get “$” Fit Challenge- February 2015

TJ wishes you a belated Happy Valentine’s Day! He hopes you had a wonderful day with your loved ones!   With this latest Valentine’s Day, I thought a lot about my neighbor Jeff, who died in November, and how his wife and son were doing. This is the time of year when you focus on […]

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thankfulness1

December Already?

Last week we celebrated Thanksgiving. My Thanksgiving was great! I spent a couple days preparing. By the time dinner hit the table, I had made enough food for an army. For some reason I seem to cook for twice the number of guests I’m expecting.  Perhaps this is a genetic transference as my Mom said […]

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celebrate

I’m so Thankful! Aren’t you?

  “Blessed are those who give without remembering. And blessed are those who take without forgetting.”   Bernard Melzer “Not what we say about our blessings, but how we use them, is the true measure of our thanksgiving.”   W.T. Purkiser   The Thanksgiving Holiday will be celebrated on November 22nd this year.  All too often families […]

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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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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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Lone Cypress

WESTERN ROAD TRIP – UPDATE

Since we’ve returned, and even during the trip we were asked, “What’s your favorite part?”  Stumped, neither Will, Sara Kathryn nor I could easily articulate one answer to this seemingly basic question.  Many reasons exist for our delayed responses.  Was there just one thing that captured us?  I don’t think there was.  Each new exposure […]

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Keys

Your Aging Parents and Money

It’s important to create an open and honest dialogue with our aging parents about their financial situation, their desires and their concerns – before it’s too late; before an illness such as dementia makes this impossible. There are a lot of uncertainties when it comes to the aging process. It’s a source of angst for […]

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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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