Category Archives: Investing

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

Posted in Asset Protection, Beneficiaries, Blented Families, Celebrity, Death, Divorce, Estate Planning, Ezine, Financial, Guardianship, Healthcare Directives, Incapacity, Inheritances, Investing, Lawsuits, Legacy, Parenting, Probate, Same Sex, Success, Trusts, Wills | Comments Off on Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

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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Tax Benefits of Buying a Second Home… Christine’s Family Wealth Secrets

Hello: Our boys arrived early Thursday morning and we spent a very nice Thanksgiving afternoon in Davis with family and friends. It was wonderful spending time with the boys and have us all together as a family again. Daniel headed … Continue reading

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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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What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?.. Christine’s Family Wealth Secrets

Hello! I spent my weekend walking in the rain on Saturday and in the sunshine Sunday. I went a total of 20 miles over the weekend which isn’t bad. I’m coming up to the final stretch in training before my … Continue reading

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Think Your Salary Can Bring You Safely to Retirement? Think Again… Christine’s Family Wealth Secrets

Hello: I made it through the first weekend as an empty nester.  I promised myself that instead of standing frozen in my new life without children, I will be productive. Soooooo, I walked 21 miles this past weekend; 13 miles … Continue reading

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How to Make Your First Million by Age 40… Christine’s Family Wealth Secrets

Hello. Another soggy weekend come and gone. Personally, I really like all of this cold and wet weather and am looking forward to getting up to the mountains before too long.  I’ll bet with the amount of snow we’ve had, it is … Continue reading

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