Category Archives: Insurance

Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into… The Christine Chronicles

Hi: Gearing up for the weekend and our last training walk before the big 3 days next week, where Jean Marie and I will walk 20 miles a day for three days. Between us, we have raised $5000 for breast … Continue reading

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How to Buy Life Insurance Like a Pro… Christine’s Family Wealth Secrets

Hi- We had an interesting day in San Francisco yesterday at the last Giants home game of the season at AT&T park. We spent time watching the game from the Gotham Club, a members only club, with great views of … Continue reading

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Planning to Protect Your Assets… Christine’s Family Wealth Secrets

Hi: We had an interesting evening Saturday with friends who had a winetasting party in their home. I love the opportunity to get together with friends, taste some great wines from Sonoma and eat wonderful food. I joined the wine … Continue reading

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Why You Should Never Buy Your Will From Living Social or Groupon… Christine’s Family Wealth Secrets

Hello: The weather is awesome, finally cooling down. I hope to get out and walk to begin, in earnest, training for my 60 mile walk in November. I still have time to train but have been remiss in getting in … Continue reading

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Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

Hello- We spent a relaxing weekend, mostly catching up on sleep as we are still recovering from our trip. On Saturday night, we attended a fun event at Sierra Vista Winery, in the foothills near Somerset. We enjoyed a lovely … Continue reading

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Helping Employees Access Health Care While Easing the Burden on Small Businesses… The Christine Chronicles

Happy St. Patrick’s Day! As an Irish Lass, both in ancestry and in spirit, March 17th is always a day I look forward to.  But I must say, like many other celebration days in the U.S., things seem to gone rather … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Guardianship, Healthcare Directives, Inheritances, Insurance, Trusts, Wills | Comments Off on Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Affordable Care Act’s Employer-Shared Responsibility: Its Implications for Small Business Owners… The Christine Chronicles

Hello and happy Friday: I am adjusting from returning from a great vacation in San Antonio and Houston Texas visiting an old college friend. Somehow, I hurt my foot in that process although I don’t remember any specific injury. I’ve … Continue reading

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Signing Up for Medicare: The Facts For You or Your Parents Nearing Age 65… Christine’s Family Wealth Secrets

Happy Monday. Whew- it’s miserable out there.  And, things going the way they sometimes do, today is the day our office AC konked out.  Fortunately for us we work with Top Rank Air Conditioning and they are really great about … Continue reading

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When Is the Purchase of Long-Term Care Insurance Worth It?.. Christine’s Family Wealth Secrets

Hi: Hope you had a great Father’s Day. We had big plans to get active by going rafting. Alas, Dave was exhausted so we stayed in, watched movies and generally vegged. Daniel made a new version of Dave’s fav breakfast, … Continue reading

Posted in Elderly, Estate Planning, Ezine, Insurance | Comments Off on When Is the Purchase of Long-Term Care Insurance Worth It?.. Christine’s Family Wealth Secrets