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Blog Posts

  • farm

    Are You Making This Common Estate Planning Mistake? A Lesson from My Grandma

    March 7, 2013
    As I kid, I used to spend weeks of every summer on my grandmother’s farm. It was a fun place, since she let us shoot soda bottles, build forts in trees, explore the old barn and even use the riding lawn mower. Yes, even mowing many acres was fun ...
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  • retirement-community

    Choosing the Right Retirement Community

    March 7, 2013
    By Cindy Ray, Communications Specialist for Presbyterian Homes & Services It is often said that it is not where you live but how you live that is important. While this is certainly true, where you live, at least for older adults, very much determines how you live. Most people move at ...
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  • price-tag

    Why Do You Like Discounts? Anchoring Bias and Investing

    March 4, 2013
    On the way to the cabin, we often stop at the outlet mall. Buying name brands at a discount always make me feel like we’re getting a deal. Yet I recently realized that this might not be the case. Often, the price tag will show both a regular price and ...
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  • financial-planner

    Two Trends in Retirement Planning for Both Baby Boomers and Gen X

    February 26, 2013
    Baby boomers are probably thinking more about retirement planning than members of Gen X or Gen Y. But whatever your age, there are two retirement planning trends that you need to be aware of. One is the trend of not setting aside enough money for retirement. The other trend has ...
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  • financial-planner

    Is Inheriting Money Bad?

    February 19, 2013
    The title onscreen was “Does Wealth Poison Kids?” CNBC was telling the story of Australian entrepreneur Graham Tuckwell, who is making a charitable gift of $50 million to a university for scholarships instead of letting his children inherit that wealth. Tuckwell says, “Lots of money is poisonous to have. If ...
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  • financial-planner

    How to Hire a Financial Planner

    February 15, 2013
    I’m currently hiring a financial planner. This is a non-sales role, so I’m looking for someone with both strong technical and consultative skills. The ideal candidate needs to be able to do the work and then share their conclusions with a client and get them to act. As I interview candidates, ...
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  • Charitable Giving

    Charitable Gift Funds: A Tax Planning Tool

    February 8, 2013
    Right around Super Bowl Sunday each year, I think about charitable giving. My children’s school does a gala each year and we always go. So while many give money at the end of the year, I tend to think more about it at the beginning. If you think about ...
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