…with your adult kids. Should Inheritance Be a Retirement Strategy? That was actually the title of a Forbes article this year. And it’s really not a surprise when you consider just a few statistics: 63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. 1 in 3 people are…
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A Giving Heart + Skeptical Mind = I Don’t Give It seems the more we are blessed with in life, the more we want to give back. But we have found that some people just don’t—not because they are “Scrooges” with a cold heart. If fact, some of them have the biggest hearts imaginable. Their…
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Actually, that was in the month of November. We couldn’t quite squeeze it into the Life Planning 101 podcast schedule, but that doesn’t mean it is any less important. We have a pandemic in this nation and for once, I am not talking about COVID. This Pandemic is the escalating need for long-term healthcare and…
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