Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
In her virtual manifesto on the spending fast, “My Year of No Shopping,” author Ann Patchett discovered that, “The unspoken question of shopping is ‘What do I need?’ What I needed was less.”