Posts
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Is Your Will Valid? Maybe Not!
September 14, 2017
Is Your Will Valid? Maybe Not!
Just because you have a will does not mean it’s valid. Or that it will do what you intend it to do. Over the years, we have seen all sorts of problems arise when someone pas
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What’s Your Child’s Money Personality?
March 20, 2015
What’s Your Child’s Money Personality?
Talk about “money personalities” might seem silly, in a 1960s, Age of Aquarius sort of way. But it can also lead to some great insights on how to raise money-savvy
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Lessons Lost with the New Monopoly
October 3, 2013
Lessons Lost with the New Monopoly
Have you played Monopoly lately? If not, you might be amazed – as we were – that the beloved board game has gone cashless: gone are the stacks of $50s, $100s and $500s.
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When the Will Isn’t Equal
June 6, 2012
When the Will Isn’t Equal
“I love all you children equally,” an expression parents often use when one child asks who their favorite is. The child usually accepts this response and family life feels
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When Your Life Changes, So Should Your Portfolio
October 19, 2011
When Your Life Changes, So Should Your Portfolio
I often get asked why people choose to join family offices over traditional brokerages like Morgan Stanley and Merrill Lynch as an investment partner. Most recently, an acquai
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Ensuring the Expected After the Unexpected: Living Wills and Durable Power of Attorneys
September 13, 2011
Ensuring the Expected After the Unexpected: Living Wills and Durable Power of Attorneys
Every morning we wake up and expect the usual; a hot cup of coffee, drizzle outside and traffic on I-90. What we don’t expect is spilling the coffee, forgetting the umbrella
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Teaching Kids How to Financially Fly without Crashing First
June 13, 2011
Teaching Kids How to Financially Fly without Crashing First
How do you make boring topics fun? Better yet, how do you make boring topics fun in a way that also promotes learning? Educators face this challenge every day. It’s also a k
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65 Words on Turning 65
January 31, 2011
65 Words on Turning 65
Boomers set a new course for retirement On January 1, 2011, the first of 77 million Baby Boomers turned 65, a seminal moment for this famous generation. But “65” h
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Aligning Your Financial & Human Capital
December 15, 2010
Aligning Your Financial & Human Capital
Financial capital and human capital. The most successful people constantly pay attention to both, says Laird Norton Tyee's Kaycee Krysty in a recent radio interview. This holi
