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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...
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 Caring.com's estate planning survey results for the prior year. And the headline says it all:For the First Time, Caring.com’s Wills Survey Finds that Younger Adults Are More...
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...
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...
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...
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...
