Succession Planning The old adage that most family owned businesses fail by the third generation is alive and well today. It is actually called “shirtsleeves to shirtsleeves in three generations.” The question to be explored by most families that own Read more
Retirement Planning Statistically, very few Americans actually have much money in the stock and/or bond markets. However, those that do need to be wary of the signs that the markets are sending lately. The truth is that NO one knows Read more
Important- The basic idea of this section is to help seniors understand some of the risks, both current and future, that they are facing. This is not intended to be a comment about either major political party. The goal is Read more
Would a recession hurt most seniors? Important- The basic idea of this section is to help seniors understand some of the risks, both current and future, that they are facing. This is not intended to be a comment about either Read more
Important- The basic idea of this section is to help seniors understand some of the risks, both current and future, that they are facing. This is not intended to be a comment about either major political party. The goal is Read more
There is a massive gridlock in the Congress. The House of Representatives has a small Republican majority and the Senate is controlled by the Democrats. Very little actually gets done to help us seniors. Once the election cycle for the Read more
WHAT SHOULD “EMPTY NESTER” IN CALIFORNIA BE DOING NOW? The term “empty nesters” has come to describe folks who have large homes and their child(ren) moved out some time ago. The short answer to the question depends on the actual Read more