End of Life Planning

I read a recent headline: Marriages don’t fall apart, they drift apart. I am not a marriage counselor but I serve as a money counselor so my brain immediately went to the fact that the same can be said of our money life. Our finances rarely fall apart…

If you’re anything like me, there are times when you’d rather put off solving a problem than deal with it immediately. But the problem may become even more difficult if that elephant in the room is avoided…

I don’t know about you, but I don’t feel like I see women wearing hats much anymore. As a child, we once lived with my grandmother for about six months while our house was being built and my favorite thing to do was play in her hat closet…

Last month, on a cold February morning, I attended the funeral Mass of a colleague. As I sat in a pew, listening to the priest’s homily, in which he referenced the deceased’s work for the community, my thoughts turned to another colleague…

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…

Every once in a while, I think I’d like to go on a trip. An adventure. Maybe a return to the southern coast of Oaxaca, Mexico to a small beach town called San Agustinillo. And it would be really cool to visit the wildlife refuge near there at La Ventanilla…

Marisa, a client, contacted me with an urgent tone in her voice. “Should I get funeral insurance? I really want to sort my funeral out, but this is a big stumbling block for me…

This is a photo I took of my parents’ joint funeral. Unbelievably, they both died in the same week, in their sleep, aged 86 and 84. My dad had had a stroke a year previously and hadn’t been doing too well, so it wasn’t entirely unexpected…

I bet you couldn’t wait to read this article! This site has so many fun and interesting articles about living life to the fullest – and we should – but we should also make sure we have taken care of the business of our death…

“I know I should be doing it, I know it’s a good idea, but I just keep putting it off!” Ever heard that cry coming out of your own mouth, or from someone you know?