Category Archives for "Financial Estate Planning"

Apr 06

How and When to Talk to Your Children About Money

By Kristen Boone, Esq.

Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults. The Wall Street Journal article “The Best Way for Wealthy Parents to Talk to Children About Family Money” offers guidelines for how and when “the […]

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Mar 09

Choosing the Right Life Insurance Policy

By Kristen Boone, Esq.

How do you choose a life insurance policy? While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available.In order to offer some clarity on the different types of policies out there, we’ve broken down the most popular kinds of life insurance here and discussed the pros […]

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Jan 12

Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

By Kristen Boone, Esq.

What age should you retire? If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing saved for retirement.  And even if […]

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