This picture is a priceless treasure in our Family Legacy Drawer. It is the wedding picture of my grandparents, Ernest and Anna Bean (my Dad’s parents). They were married November 26, 1913. I didn’t have the privilege of spending much time with them because they lived in Kansas and they both passed away when I […]
Cut through the Clutter and Chaos, Get your Financial Life in Order
One of the cornerstone documents you should have in The Family Legacy Drawer is your Personal Net Worth Statement. Simply put, your personal net worth statement is an organized list of your assets and liabilities. Assets are things that you own like bank accounts, investments, retirement accounts, cars, real estate, household furnishings, jewelry, etc. Liabilities […]
As you plan your goals for 2016…. Give the Gift of Preparedness to your Family
While still reflecting on the wonderful Christmas celebrations with family, we start to look at the New Year ahead. Most of us are busy thinking through New Year’s resolutions and writing down goals to be accomplished in 2016. It’s fun to write down our goals for things that may or may not happen. But most […]
This Thanksgiving…..have the talk!
“Hey Mom and Dad, that was a fabulous Thanksgiving dinner! Oh, and by the way, do you want to be buried or cremated? And how much money are you leaving me?” Just the thought of “having the talk” with your parents about their estate planning, finances, and final wishes is enough to make you want […]