finance

Mom, Dad, are your financial affairs in order?

by Jamie Held July 13, 2012 Estate Planning 101

While speaking to clients regarding their estate plan, the topic of conversation often shifts to … “I wonder if my parents have done any planning?” As we get further into the discussion of expenses – [...]

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Economic Update

by J.B. L'Esperance May 9, 2012 Guest Articles

Our good fortune has continued with expanded growth in the markets.  This is typical of an election year and if history is any indication, there should be more of this to come.  The Dow Jones [...]

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Arresting Motion: Estate Planning for Artists

by Christi Cottrell February 14, 2012 Estate Planning 101

“The aim of every artist is to arrest motion, which is life, by artificial means and hold it fixed so that a hundred years later, when a stranger looks at it, it moves again since [...]

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Teach Your Children Well Part 3: Financial Education for Teenagers

by Eric Simonson March 17, 2011 Guest Articles

Earning and handling income Older children (especially teenagers) may earn income from part-time jobs after school or on weekends. Particularly if this money supplements any allowance you give them, wages enable children to get a [...]

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Teach Your Children Well Part 2: Financial Education for Younger Children

by Eric Simonson March 13, 2011 Guest Articles

Take it to the bank Piggy banks are a great way to start teaching children to save money, but opening a savings account in a “real” bank introduces them to the concepts of earning interest [...]

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Teach Your Children Well Part 1: Basic Financial Education

by Eric Simonson March 10, 2011 Guest Articles

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket [...]

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Teach your Children Well: A Three-Part Series on Financial Education

by Maggie Green March 10, 2011 Investments & Insurance

A large piece of estate planning involves deciding how to transfer assets to children and descendants. We ask (1) At what age will your children be responsible; (2) Do you want them to inherit large [...]

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