What Legacy Are You Going To Leave?

While I have attended many industry seminars and conferences and enjoy a good motivational speaker, one that really sticks with me is Dr. Jerry Linenger, a retired U.S. Navy flight surgeon and NASA astronaut. “Jerry Linenger” by NASA – Licensed under Public domain via Wikimedia Commons His story is reported to be one of the most […]

Read More

Five Lessons I Learned As An Executor

I recently I had the unfortunate experience of being an executor for my grandmother’s estate. When I agreed to do it, I never could have imagined what was in store. There was no amount of financial planning experience, seminars, blog posts, books, etc., that could have prepared me for the task that I was faced […]

Read More

Beneficiary Review

Back in 2012, Forbes online published an article titled “Dead man’s outdated beneficiary documents give one million to ex-wife.”  Can you imagine? This guy would probably be turning in his grave if he realized that he accidently gave one million dollars to the wrong person! The story goes on to explain how this man went to school, […]

Read More