So, When Are You Going to Retire?

Wow, again this week, one of my clients asked me that question. Holy moly, do I look that bad? I ran to the mirror to get some sort of reading that decrepitude had taken over. Nothing has really changed since I looked in the mirror. No sudden hair loss, sagging jowls or … [Read more...]

The Secret to Staying Relevant with Kids and Grandkids

Can you imagine if, today, Alexander Graham Bell picked up the phone to call his kids and had to leave a message for them? Leaving messages on the phone for our kids or grandkids is the proverbial whistling in the wind. No one hears it. A few months ago, I talked about … [Read more...]

When Sunshine Isn’t Free

Have you always believed that sunshine is free? Isn’t it a gift to feel the sunrays touch your face? Maybe, or maybe not, especially when those sun rays are connected to solar panels sold to my clients by fraudsters. Here is the pitch: Are you fed up with the high cost of … [Read more...]

Perambulating for Health

My father liked to write letters, stories or words of wisdom. Most of the letters he wrote were to politicians, presidents especially, with recommendations. After he wrote these letters, he threw them away because this was his way of venting. Feeling nostalgic recently, I … [Read more...]

Ask The Grandkids

I had an interesting client this week… We spoke about issues concerning her estate planning, and after our appointment, she proudly displayed her brand-new cell phone to show she was ‘hip’ to technology. (“Hip” is a word used during days of Elvis—meaning we’re cool – apparently, … [Read more...]

Is there ever a good time to talk about after life arrangements?

Remember when our parents, in their frustration said, “Talking to you is like talking to a wall!?” Most of us laughed and thought nothing much of it. My, how the tables have turned! Now, we are also parents. And, like many of my clients, we want to speak about end-of-life … [Read more...]

What’s In Your Wallet?

A few days ago, I was in a store watching someone pay for her items at checkout. When the cashier asked her for her credit card, she produced a wallet that was bulging with papers, bills, receipts and what could have been the remainder of an old peanut butter cracker! She … [Read more...]