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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 Likely to Have a Will than Middle-Aged Adults
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 to key media outlets. Vanguard responded by reinstating the benefit for retirees and is “recalibrating” the benefit for the current crew. https://www.wsj.com/articles/vanguard-rolls-back-plan-to-cut-retiree-benefits-11633987332?fbclid=IwAR3NRumAmEgZiJbHUNHuo3AXYGf1jclryR52ZDCff0jQ3Ef_2QETrB2ggno While the financial stress of…
Read MoreOnce 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 year I was determined to use the pandemic lockdown efficiently. For me, that meant having two elective surgeries that I had been putting off. To prepare…
Read MoreOne 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 of me had lost his vaccination card. The people staffing the pop-up site had no suggestions for getting a new card. They said that they…
Read MoreOne of the most challenging conversations is when a client contacts me because their money has been stolen. Frequently the the thief is a family member.
Read MoreThere’s no denying it. Whether you’re a business owner or not, 2020 has taught us that we all need to be prepared, at least for the unexpected, if not for a full-fledged emergency. COVID continues to present challenges in the US and worldwide. Here in the Northeast, difficulties persist – we’re nowhere near back to…
Read MoreYears ago, I would rise early Saturday mornings to make muffins from scratch and surprise neighbors with small batches. One neighbor would say, “You should live on a farm!” Although I’ve lived in Chester County for decades, I still have strong city roots. I like front porches, street lights, and side-walks. I have no plans…
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