Are You The Family Bank?
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If you are the person your family turns to for financial support, these insights from Merrill Lynch Wealth Management could help you figure out how to say yes—or no.
Almost every family has... Read More...
5 Signs of Digital Hacking You Need to Know
As a computer or internet user, do you always know when you've been hacked? A few years ago, malicious hackers might have cried for attention because they wanted to score political points or simply enjoyed caus... Read More...
Auction House or Estate Sale? Which to Choose?
In this last of four articles, I want to summarize and give insight for you to make knowledgeable choices when you need to about downsizing or when handling an estate.
The first article addressed how and w... Read More...
Save More for Retirement With These 5 Tips
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Even if you are juggling other financial goals, here are some steps from Merrill Lynch Wealth Management to help you get back on track.
You are busy with your career, maybe buying a home, h... Read More...
When Memory Fades: Planning for Care
With the incidence of Alzheimer’s and other forms of cognitive decline projected to rise, this insight from Merrill Lynch Wealth Management could help you prepare financially for a day y... Read More...
Are You Interested in Real Estate Investments?
With the recent turmoil in the stock markets, perhaps you’re ready to re-invest some of your reserves into residential real estate and income producing assets. Historically, the stock market and the housing mar... Read More...
Help! Choosing a Qualified Personal Property Appraiser
As a certified appraiser, a valuation specialist, through Appraisers International Society (AiS), I'd like to share my expertise and advice for hiring the services of a personal property appraiser.
"Cavaveat e... Read More...
Wealth Management and the Best Financial Advice I Ever Received
This post was contributed by Nancy McKeon, our friend at mylittlebird.com.
When you get to a certain stage in life where you've amassed a bit of money, you suddenly find that all sorts of people are eager t... Read More...
“We’re All Jock Tamson’s Bairns” – Compassion and Scottish Values
"We're all Jock Tamson's bairns" is a popular saying in Scotland. The Reverend John Thomson (Jock Tamson) was a much-loved minister of Duddingston Kirk, Edinburgh, from 1805 to 1840. He called the members of hi... Read More...
Thanksgiving: A Great Time to Create a Strategy for Intentional Giving
Do you have a strategy for intentional giving? I am told, and have witnessed first-hand, that even people who are very intentional about their own personal financial planning are somewhat less intentional about... Read More...
Playing with Dough: 10 Steps for Managing Your Portfolio to Last a Lifetime
This summer, I took a 4 hour course at King Arthur Cooking School in Vermont. The class was titled “Bread Making 101.” My mother was an accomplished bread maker and taught me many of the basics of “Being Betty,... Read More...
Money Matters: Having Everything May Lead to Having Nothing
Finding yourself suddenly single is a journey that must be traveled. There are no shortcuts. But there is hope. As former governor Ann Richards said after her divorce, "You should never depend on another human ... Read More...