Niche Insights

Colonial SP Workshop

The Colonial Theatre’s Strategic Planning Workshop The Colonial Theatre's Strategic Planning Workshop was an invitation-only event.

Be Prepared for

Download My Free Contingency Planning Kit to start creating your plan with these 3 trusted tools:

Acadia National Park

How do you reward yourself?

As you gear up for the New Year, you may be thinking about when you'll make the 2023 updates to your contingency plan. The first quarter-ish is usually a good time of year to...
Mary Beth Simon sitting on steps with a cup of coffee

Contingency Planning for Agriculture Entrepreneurs

Why would a girl from West Philly and corporate retiree apply to speak at the Pasa Sustainable Agriculture conference? The short answer is they’re my people. It’s challenging to think...

Millennials Are Leading the Way

I 💜 Millennials! One of January's highlights is reading's estate planning survey results for the prior year. And the headline says it all:For the First Time,’s Wills Survey Finds that Younger Adults Are More...
two people working on laptops

How to Maximize Retiree Benefits

You may have noticed that Vanguard was in the news this month for eliminating retiree medical reimbursement accounts for current and retired employees. Retirees collaborated in a private FaceBook group to break the story...
This is the new wood rack that we built in a more easily accessible location

Reassessing Your Home-keeping Habits

Once you start contingency planning, it's hard to know where to stop. Planning for the unexpected becomes part of how you see the world and how you organize your life. Last...
Photo by Marisol Benitez on Unsplash

How to Store Your Vaccination Card

One example of how our contingency plan evolves is now needing to have a storage strategy for our Covid vaccination card. When I received my second shot, the gentleman ahead...
Photo by Sharon McCutcheon on Unsplash

How to Prevent Family Fraud

As you may already know, I work with the best clients. The people who work with me are often motivated by compassion for their business partners and family members who...
Fireproof Safe

How to Choose a Fireproof Safe for Your Home or Business

When exploring fireproof safe options, there are many variables to consider. Sometimes there are so many choices that people decide not to buy a safe, risking the privacy and security...
Attorney, Lindsay Schoeneberger shares estate planning strategies

What You Need to Know About Estate Planning & How to Get Yours in Order

An interview with Lindsay M. Schoeneberger, RUSSELL, KRAFFT & GRUBER, LLP Background: Lindsay and I met earlier in 2020 when mutual connections introduced us. We collaborated on a webinar for...