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Monthly Archives: November 2011
Occupy Wall Street Movement
If you look hard enough, you can find a lot of silliness in the Occupy Wall Street movement. This is unfortunate because, somewhere behind the tents and weird finger communications and alleged drug use, there’s a real story to be … Continue reading
End of Life and Post Death Checklist
When a loved one passes away, a lot of times the family isn’t really sure where to begin. Christopher Burns created the attached checklist that I think is a great tool to help the family. He was kind enough … Continue reading
Posted in Estate Planning
Tagged Atul Gawande, Betting in poker, Checklist, Chris Burns (politician), Christopher Burns, Estate planning, Estate Planning and Probate, Law, Lawyers and Law Firms, Minneapolis, Services, The Checklist Manifesto: How to Get Things Right, Time management, United States
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Financial Resources
I was recently asked to put together a list of resources to help someone who is struggling with their finances. Below are the suggestions I had. Budgeting: The “one thing” a person can do to get a handle on … Continue reading
Recommended Personal Finance Books for Clients
As we enter the Holiday Season, I thought I would share some of my favorite personal finance books that could be used as a gift. The New Retirementality ~ by Mitch Anthony Managing to be Wealthy ~ by John E … Continue reading
