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End of Life Planning

Planning for the end of life stage is important if we want our wishes to matter to friends and family. Whether this involves asset planning, funeral planning, or something else, it's worth discussing and pondering.

8 months ago

Man Sale: It’s All About Perspective

I am curious what caught your eye on this article, the picture or the title? We’ve heard that a picture is worth a thousand words, and I think that applies here. When I first saw this sign, my brain did one of those fill-in-the-blank tricks. You know when your brain thinks it knows what it […]

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8 months ago

Feeling Like “When It Rains, It Pours” When It Comes to Loss?

I don’t feel like there is a magic age, but eventually, we realise how short life really is. Maybe it’s just more of an awareness as we keep journeying through these milestone “new decade” birthdays, like turning 60. We are halfway through this year…

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9 months ago

Falling Apart vs Drifting Apart When It Comes to Estate 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…

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10 months ago

Confronting the Elephant in the Room: The Importance of Your Estate, Legacy and End-of-Life Planning

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…

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10 months ago

Whatever Happened to Grandma’s Hats?

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…

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12 months ago

No Funeral for the Funeral Director? That Can’t Be Right!

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…

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1 year ago

Will You Inherit an IRA?

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…

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1 year ago

Age 80? Or 90? Terminal Illness? It’s not the End of Joy

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…

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1 year ago

Pay Now, Die Later: Is Funeral Insurance Worth It?

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…

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1 year ago

3 Pointers on How to Cope with Planning for a Good Death

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…

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