by Gayle | Jul 1, 2011 | Articles
In financial planning, there are basic practical matters to complete for every individual, couple or family. These include: tax returns, an estate plan, insurance protection, an investment plan, and a cash flow plan. Tax returns: Are your tax returns current and...
by Gayle | Jun 1, 2011 | Articles
Divorce, death, disability, loss of job, sudden wealth and sudden loss are examples of typical life transitions that include monetary considerations. Earlier I described Bill Bridges’ transition process including the three phases: an ending, a neutral zone and a new...
by Gayle | May 1, 2011 | Articles
At a recent financial planning conference, I attended a session on the current rules of our estate tax system. Our current estate tax rules, the most simple ever, are “in place” for two years, at the end of which I strongly suspect our lawmakers will make more...
by Gayle | Apr 1, 2011 | Articles
You know and are reminded that your beliefs and behavior around money have been strongly influenced by others, particularly from your childhood. You see that this money influence can either support you in your evolution or undermine you by aligning with ego. Even if...
