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Digital assets. These are often overlooked as part of the estate planning process, yet so many of our financial planning clients have a significant amount of “digital property” and electronic communication. These ubiquitous digital assets can be quite tricky to deal with after you are gone, because unlike tangible assets which are governed by property […]

The last thing you want to have happen when you’re traveling is to become ill or catch a cold. We’ve all seen the sniffling and coughing of other passengers in the airport, reminding you to reach for the antibacterial hand gel.  Airports are among the most frequented places in the world, where many types of […]

A friend forwarded this article about a $560 million Powerball winner who is currently being referred to as “Jane Doe.” The reason? She does not want to come forward and claim winnings if she cannot remain anonymous. This is one brilliant lady! How insightful she is that she recognizes how much her life would change if it […]

Well, it’s a few days into 2018, have you decided your goals for the year? 365 days is a lengthy amount of time when you’re thinking of your year-end goals. Are your goals short-term, long-term or, maybe, indefinite? Whatever your goals may be, you’ll need to grapple with the everyday hustle of making them stick. […]

The United States Parcel Service recently implemented a new way for you to stay informed about what should be arriving in your mailbox or on your front porch. The new service is called “Informed Delivery,” and USPS has been rolling it out to areas across the country. One of the best parts of the service […]

Review By: Myra Salzer This is the second of Richard Watts’s books that I have the privilege of reviewing. The first, Fables of Fortune, appeared in my November 15, 2017, blog post. As much as I raved about the first book, I’m going to have to give even higher scores to Entitlemania. Seriously! As you […]