Consider writing an ethical will

A person is writing on paper with a pen.

Over the holidays, consider writing an ethical will for those you love. If you are like me, this month will be busy for you.  At my house, we are buying gifts, mailing holiday cards, preparing our home for guests, decorating, and grocery shopping.  My wife, Kerry, and I are also busy keeping up with our […]

Facebook and your financial plan

A family sitting on the floor looking at a laptop

What will happen to your digital assets if you die? Do your social media account factor into your financial plan? I was a heavy user of Facebook from 2008-2016, then left it completely for over a year. During that time away, I really didn’t miss it. Sure, I was less informed about some community groups […]

Talk about aging while you are still young

A man and woman smiling at the beach.

  No one wants to talk about what is going to happen as they get older. The realities of aging that we all face are not fun to imagine and can be awkward to broach with our loved ones.  It is also easy to think, “I will get to that some day.” The best time […]