Recently a mom from Georgia’s Facebook post went viral. In it, she explains that she gives her five-year-old daughter a $7 allowance, but takes most of it back: “...I make her give me $5 back. $1 for rent $1 for water $1 for electricity $1 for cable and $1 for… Continue Reading..
Right about now young couples across the region are trying to figure out what to do with all the gift money their kids received. Many simply stick it into bonds and savings accounts, but there is a tax-advantaged way to hold on to more of that money — if you… Continue Reading..
It’s not uncommon for young people to think that they don’t need an estate plan because they don’t have that much to divide up. Regardless, it’s still a good thing to make sure your will is in order. One common thing I hear is Why bother? All of my assets… Continue Reading..
It’s that time of year! It's time to set your personal and business goals for the upcoming year! I’ve been blessed to have my BoldHeart tribe help me figure out how to accomplish mine, most recently at our quarterly meeting. Whenever we meet, we start by sharing the successes we’ve… Continue Reading..
At the end of the year, people like to show their appreciation to the people who help them throughout the year. I've been receiving a lot of requests for last year's holiday tipping guide, but I was worried it might be out of date. However, according to someone who sounded… Continue Reading..
Most people have had to downsize one way or another — whether it’s because of divorce, retirement, or moving into a shoe box in Manhattan. It seems like an impossible task at times, but what I have learned is that anxiety can be vanquished! (That is, with a little help… Continue Reading..
The holidays are a magical time of year, but I think too many people are making them last too long — no, I’m not talking about the people who leave their lights or trees up past Valentine’s Day. I’m talking about overspending in December and paying it off until June.… Continue Reading..
Why do people fall for scams? Scams are as old as the human condition. Research has suggested that might be due to a biological explanation, but psychologists have been studying people’s responses to scams and potential scams — and the results offer insights that may help prevent people from falling… Continue Reading..
Fresh from a vacation in the deep South, I’m feeling grateful for my ability to travel — which is made possible by my all-star team. As I was taking a horse-and-buggy ride around Charleston, South Carolina, Sharon Wilson took the driver’s seat at Judith Heft & Associates. Again, I am… Continue Reading..
Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very high-profile divorce featuring an ex-wife (Diane)… Continue Reading..