Category Archives: Investing

Tips for Increasing a Small Business’ Online Presence… The Christine Chronicles

Hi, Online presence and branding should be part of your business planning arsenal. Consider that 93% of online experiences begin with a search engine (2016).  While most small businesses – high 70th percentile – use social media in their marketing … Continue reading

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The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

Hi and Happy Friday: We had a great time in a Yucca Valley visiting Joshua Tree. The rock formations were astonishing. The Joshua Tree is the tree of Life, used for many purposes by Indigenous people. I find the desert … Continue reading

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Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

Hello and Happy Labor Day, I took the opportunity to celebrate Labor Day by not working the entire weekend. Today I’m returning from Southern California, Yucca Valley to be specific after a weekend with the girls, in the desert. Hope … Continue reading

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Protect Your Intellectual Property With Copyrights…..The Christine Chronicles

Hello, So I had an interesting morning.  I was headed to court and my rear tire starting thumping, which got louder and louder. Fortunately for me, I never got on the freeway, realizing that I likely had a flat.  I … Continue reading

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The Ins and Outs of Chapter 7 Bankruptcy for Small Business Owners….The Christine Chronicles

Hello: I am off and running today, seeing a potential client at their home, due to illness. I am reminded, when visiting people in their homes, of the importance of planning during good health. We never know when we will … Continue reading

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6 Types of Insurance Every Business Should Have in Place…The Christine Chronicles

Hello and Happy Friday, Today’s newsletter covers a crucial topic that every business owner should understand.  Many new business owners just don’t have the capital to invest in multiple insurance policies which adds to their overhead….. at least until they … Continue reading

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4 Vital Legal Agreements All Startups Should Have in Place…. The Christine Chronicles

Hello, I am excited to have ordered a new front door for our home. We now have an extra wide wood door which has seen its better days, having become virtually impossible to open with the key. We ordered a … Continue reading

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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Hello: I am off and running this Monday.  I have my two backpacks and walking shoes and plan to make a decision about which backpack I will use in Spain. I plan to walk the Camino de Santiago from mid … Continue reading

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Cryptocurrency Risks and Scams and How to Navigate Them — Part 2… Christine’s Family Wealth Secrets

Hello- Easing into the new year but already busy in the office. Holidays are done and one child back in college and the other on the job hunt. I hope today is not an indication of our weather forecast for … Continue reading

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Cryptocurrency Risks and Scams and How to Navigate Them — Part 1.. Christine’s Family Wealth Secrets

Happy New Year! We enjoyed New Years out with friends and were home by midnight… just in time for the firecrackers and our dogs going crazy. Hope yours was great. Planning for all kind of assets is our goal to … Continue reading

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