COVID-19 has had a devastating impact on the lives of many individuals both physically and financially. In response to this pandemic, Congress recently passed and the President signed into law the Coronavirus Aid, Relief and…
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Zoom Etiquette: The New Guide to Professionalism?
Like many of you, I have spent the past two months learning the Art of Zoom Meetings. Somehow, it was uncomfortable at first, though I’m not sure why. I have no discomfort sitting across the…
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How to Help Parents, and Yourself, Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues…
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Tidying Up Your Financial Life
In a quarantine inspired Netflix binge, I recently started watching the show “Tidying up with Marie Kondo”. Marie Kondo, as you may know, is an organization guru who in the show travels the country giving…
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Change is upon us…..how do we take advantage of the pause??
One reason people resist change is because they focus on what they have to give up instead of what they have to gain. ~Rick Godwin Before I had even heard the word “Coronavirus”, change…
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How Can We Conquer Fear and Uncertainty During Challenging Times?
In the wake of the current health epidemic and market decline, it feels to many like fear and panic are the only reactions available to us. We are being told to exercise “social isolation”, we…
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Trusts, Trustees and the Human Factor in Estate Planning
I’ve spent nearly 30 years as a “Trust Officer”, and I cannot count the number of times I’ve tried to explain what that means. Interestingly, I meandered my way into this field by way of…
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Planning for ‘Special Needs Children’ versus Special Needs Of All Children-A Mother’s Perspective
I have spent my entire Career advising clients on planning designed to protect their assets, provide for themselves in the event of incapacity, and, ultimately, to create a financial legacy for their families. These plans extend…
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Don’t Leap Before You Look!
The powerful benefits of thoughtful action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are…
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Do we really need to be “Fluent” in Financial Planning?
I am an avid listener of NPR, on both my morning and evening drive to and from my office. By the time I get where I’m going, I feel up to date on current events,…
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