Category: Family Finances

We’re Here to Help!

We’re here to help!   I am writing today to address the situation with the corona virus in Maryland and to assure you that we are both actively monitoring this situation as well as prepared to address your service and meeting needs should the situation become worse.   Not a day goes by that we […]

Purchasing a Second Home

Do you envision a home at the beach with the sun shinning over crystal blue waters and miles of sand just waiting for you to spend time relaxing on? Perhaps you see yourself walking into your ski house armed for the coming week with the ability to work out of your home office during the […]

Personal Tragedy and the Financial Plan

As a financial adviser, it has been an honor for me to help some of my clients through some of the most difficult times in their lives.  Today, I’m going to talk about death. Death is something that we don’t want to face, and yet it is one of the two certainties in life.  Having […]

Too Much Cash in Your Bank Account

It happens.  You open your bank statement and realize that over the past couple of years your bank account has crept up to $50,000, $100,000 or even $200,000.  It feels good to open that statement and see that cash sitting there.  It means that you won’t have to worry about paying your bills.  You are […]

Teaching Your Children About Money – The Lunch Money Account

I am the mother of a ten and a twelve-year-old girl.  Their school no longer allows them to carry cash to purchase school lunches.  It’s not my favorite system. The Problem: I want my girls to learn how to handle real money and know that there is a finite amount of it.  The school allows […]

The Value of a Road Map

A financial road map helps you to arrive at a successful retirement. This week, I am meeting with a client that I started working with 15 years ago.  They were in their forties at the time – one of my favorite ages to start working with people.  The longer time you have to plan, the […]