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Category: Family and Finance

Family and Finance | on August 03, 2011 / By Kristi Mathisen Paperwork: File It, Shred It or Use It for Origami? Is your desk overflowing with paperwork? You know you have to keep some of it, but what? Certainly tax returns... C...
Family and Finance | on July 27, 2011 / By Robert Moser What You Can’t Give, You Can Loan Your grandson needs help with the down payment on his first home purchase. Your daughter needs help starting her ow...
Family and Finance | Trusts and Estates | on July 22, 2011 / By LNWM Happy Birthday, Hope You Use Your UTMA Wisely! With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors...
Family and Finance | Financial and Business Planning | on June 22, 2011 / By Kristi Mathisen Don’t Just Be a Philanthropist, Be Intentional Only having just come out of the longest recession since 1929 and now in the midst of another bout of stock market ...
Family and Finance | on June 17, 2011 / By Susan Talton Long Term Care Premiums Are Going Up … Up … and Not Away According to a recent study by AgeWave, retirees are more afraid of being a financial burden on their families than...
Family and Finance | Trusts and Estates | on June 16, 2011 / By LNWM Why Being Fickle about Your Fiduciary Is a Good Thing Contrary to the gloomy opinion of many, the world is filled with trustworthy individuals. Of this large consortium,...
Family and Finance | on June 13, 2011 / By LNWM 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 learni...
Family and Finance | Retirement | on May 03, 2011 / By Kristi Mathisen Business Owner – On the Horizon You don’t know when (precisely) and you don’t know why (exactly) and you usually don’t even want to think abo...
Family and Finance | on February 25, 2011 / By Ross Henry Can You Let Go of the Family Enterprise? Imagine this: you're a boomer quickly approaching 65 who owns a family business. You have spent most of your life b...