Category Archives: Financial

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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Women Leaders in Business: The Bottom Line… The Christine Chronicles

I am headed to Tempe with Cameron to visit Daniel for a long Labor Day weekend.  We hope to tube the Salt River, in the mountains about an hour east of Phoenix.  This is a “must do” from what I … Continue reading

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Divorcing? Here’s What You Should Know About How it May Affect Your Trust… Christine’s Family Wealth Secrets

Hi: Did you watch the eclipse this morning?  We looked at it through welding glass yielding a green crescent, and through “eclipse” glasses, yielding an orange crescent.  Both were interesting, and the eclipse cast a rather eerie shadow on the … 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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The Unexpected Costs of Caring for Elderly Parents in Your Home- Christine’s Family Wealth Secrets

Happy Monday: I’ve had an eventful week, with a successful petition and probate court last week which was great. I also attended the grand opening of the Riverside Sports Bar in Greenhaven on Saturday night with a really fun band, … 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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Opening a new Location? Follow These Three Steps First- Christine’s Family Wealth Secrets

Happy Friday: We held a fun, informative wine tasting event last night at Barsetti Winery in Galt, to educate on estate planning and asset protection. As a business owner, these are important concerns as well, along with  business succession and … Continue reading

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The Surprising Secret to Keeping Good Records in Your Small Business… The Christine Chronicles

Hello: This has been a busy week and I am ready for the weekend.  What are your plans?  Speaking of plans, I am co-hosting an event at Barsetti Winery on 6/22/17 at 6 PM. Come join us for wine tasting … Continue reading

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Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

Hi: Hope you had a wonderful Memorial Day weekend. I spent time with my friend and colleague Nicolette Eberle with NY Life, at the Dancing Fox Winery in Lodi on Saturday. We were doing some research for our next event–that … Continue reading

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When Duty Calls: Navigating the Sandwich Generation with Ease… Christine’s Family Wealth Secrets

Hello: Hope you’re starting your week out nicely. Cameron was away this weekend for his graduation trip to Disneyland and returned last night. He’s gearing up for his senior portfolio and getting all of his ducks in a row to … Continue reading

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