Naming Beneficiaries is Just the Start “It is a mess – I am still finding things that she never told me about,” lamented the 78-year old nephew who was the executor of his aunt’s estate.  The aunt left him and his cousin as beneficiaries, as she had no children of her own.  But she never…

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Do you ever feel trapped by your routines? I have clients that recently had this experience.  On the positive side, routine helps us accomplish essential activities such as going to work, getting the kids to school, or catching up on the news. We do this without much thought. On the flip side, the habitual nature of…

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One of the coolest cars I’ve seen that still sits in the Guinness Book of Records is the  Duke University student built car called Maxwell. This 44 pound, three-wheeled car is short, aerodynamic and runs using a hydrogen fuel cell. It gets the equivalent of 14,573 miles per gallon. This is not the car for a…

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Many of the financial methods used by governments during the COVID crisis are based on something called “Modern Monetary Theory.” This theory, “is neither modern, monetary or a theory, ” says British economist Mervyn King. And in my most eloquent British accent, I agree saying, “Brilliant!” “There are no magic money trees and no new…

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It is rough to be sitting at home, perhaps self-quarantined or self-isolated, not to mention observing your investments these days! The market is down over 35% from it’s all time high in February. We’ve just witnessed one of the fastest declines on record. If you are watching the news, you certainly hear this every day.…

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