Downsizing Your Home?

Are you an “empty nester”? Are you considering a move to a smaller home or into a senior living facility?  As we age, it is common to have accumulated stuff from a life’s worth of living.  We have drawers full of things we never use and never will, extra furniture we...

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What If I Died?

Using a Daily Money Manager to Plan Like There’s No Tomorrow Sixty percent of Americans have not done any estate planning.  If you have ever been, or talked to, the executor of a poorly planned, undocumented estate, then you know that this is not what you want to do...

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Credit Card Offers: TO PLAY OR NOT TO PLAY?

A client recently asked me to help her decide which credit cards offers were worth pursuing.  We had an off-hand discussion about it, but her question got me thinking.  I thought I would share my credit card philosophy with my readers.  With the tightening of credit...

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Dispelling Some Myths About Home Inheritance

Myth No. 1: You have to specifically list your home in your will. When you draft your will, you can include your home in the assets you distribute. For example, you can leave it to multiple children and direct them to sell it and split the proceeds. It’s easy for you...

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