General thoughts

Talking to your parents about aging and their estate plan

By |2022-04-08T13:14:37-07:00July 30th, 2019|Financial planning tips and perspectives, General thoughts|

The time to discuss issues related to your parents' aging is before you need to. Some senior care professionals promote the idea of the “40-70 rule”, advising that you begin conversations with your parents about their plans and desires once you reach age 40 or they are age 70. While this may seem early [Read More]

How to enjoy vacation when you own a business

By |2022-04-07T10:29:06-07:00July 12th, 2019|General thoughts|

When you own a business, taking a “real” vacation may seem impossible. While you appreciate the notion that time away keeps your mind fresh, helps your creativity, and prevents burnout, you may not always embrace it. Even when you do take time off, the temptation to check your phone or review your email magnifies [Read More]

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