Jack and Diane have done well together, and now they’re grandparents. Life is good. They are all set—except for that “oops” lurking in their trust that they aren’t aware of.
After the first grandchild was born in 2002, Diane nudged Jack to have their Will reviewed. For good reason, the attorney recommended they create a Living Trust and did a
Recently I was working with one of my family office clients regarding the renewal of a lease for a commercial tenant in a property that they owned. The client has a long successful track record in real estate investing and operations. However, for the last 5 years I have supported the aging founder, as well as trained and mentored the
One of the last taboos in a modern relationship is talking about money.
While many people like to pretend that love conquers all, or that a positive attitude will overcome all obstacles, the fact is that money issues are a leading factor in divorce — especially among young couples. A 2013 study found that money issues played a significant role
When it comes to life insurance, clarity isn’t always the first word that comes to mind. Without asking a specialist to take a closer look, you may be missing out on a lot of the coverage you thought you paid for.
Here are three reasons why you could benefit from an independent policy review:
In this Breaking Money Silence® podcast episode, I play double duty – as host and guest. Listen as I share my insights into breaking the money talk taboo with your romantic partner. Many couples want to discuss finances but just need a little nudge to do so. Listen to this podcast and get the little push you might need to
Wedding planning guides abound. Visit nearly any supermarket check stand to find publications showcasing flowers, venues, gowns, rings, music, catering, and every other detail imaginable. Brides- and grooms-to-be expect to plan every detail of their special day down to the buttons and cufflinks! Everyone witnessing the union vows to support the happy couple in their journey together and off they
Can money buy happiness? Research shows that spending our money on experiences rather than material possessions is more likely to make us happy. So money can buy happiness as long as you are spending it on the right things.
The latest episode of Your Brain on Money includes money experts (and Boston 5’s own, Kathleen Burns Kingsbury, Financial Therapist, and
If you’re getting closer to retirement, you might be thinking more about Social Security. Specifically, can you count on it to contribute part of the income you’ll need as a retiree?
There’s been an increase in alarming language surrounding the solvency of Social Security, but in reality, its prospects are not nearly as gloomy as you might have heard.
Here’s
In this Breaking Money Silence® podcast episode, I speak with Hindell Grossman, a family law attorney with Sassoon Cymrot Law, about married couples who own a business together. We discuss the advantages and disadvantages of working with a romantic partner and Hindell warns of the danger of making this decision when you are still in the “la-la land” phase of
When it comes to presentations, I used to be a ball of nerves! Early in my presentation career, trying to talk in front of a large audience was nerve-wracking.
But presentations are important, they’re the best way I have of getting everyone on board with my ideas or plans for our team success! To help me out, I discovered 7