Review by Myra Salzer Confession time: I didn’t actually read this book by Paul Sullivan. I listened to the audio version. It was definitely worth the listen, and I purchased a few physical books to give as gifts. The gist of the book defines both sides of the thin green line: that invisible line that […]
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Spending Money on Experiences Rather Than Things
What do you value? Do you have a favorite moment? You may have heard that a recent trend has become spending money on experiences rather than material things. The correlation is that traveling to new places, or being immersed in a different culture, brings you prolonged happiness, while purchasing new material possessions can bring immediate […]
Read MoreWhat is the BusyKid app?
There’s an app for everything! BusyKid has gained popularity for its ability to allow parents to assign tasks to their children, with financial rewards for completion. The app can suggest chores and payment for different age groups, and parents can adjust the chores and payments for their needs. Gregg Murset, who has six children, designed this […]
Read MoreSolving Healthcare Challenges: Medical Care Coordination and Advice Could Be Key
Navigating the ever-changing landscape of the American healthcare system continues to be increasingly more and more challenging. It can be confusing and complicated even under the best circumstances, more so if you or a loved one is facing a medical issue. Emergencies, diagnoses, treatments (and second opinions), and eldercare are just some of the reasons […]
Read MoreHow to Protect Your Information Online
It seems like every week we learn about a data breach or misuse of personal information. How do you know if your personal information is compromised? Unfortunately, you most likely won’t know unless it becomes apparent. Here are some steps that can be taken to minimize your risk of becoming a target to these types […]
Read MoreYour Digital Legacy: An Important Part of Estate Planning
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 […]
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