Monthly Archives: November 2009

Oh My, You Don't Have a Will!

Tweet Many folks that walk into my office for the first time don’t have a will in place. Maybe I should rephrase that….the folks that walk into my office without a will they have created have a will as prepared by their state. Dying intestate (without a will) will move into action the state’s plan, which more than likely will not coincide … Continue reading

Posted in Financial Planning | 3 Comments

Purposeful Spending!

Tweet I was intrigued this morning as I met some friends at a local bagel shop for breakfast. After paying over $6.50 for a bagel with cream cheese and bottle of juice, I realized how expensive this establishment was for some of the regular patrons. I watched a father buy his sons breakfast before school, moms in workout clothes dropping in for … Continue reading

Related Posts Plugin for WordPress, Blogger...
Posted in Financial Planning | 3 Comments