Category Archives: Financial

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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Estate Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets

Hello: I got my wish. It is a beautiful day and though we did not finish much needed yard work over the weekend, we made a good dent in. As a bonus, the lovely weather lifts my spirits and makes … Continue reading

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Watch Out for This Predatory Phone Scam… Christine’s Family Wealth Secrets

Hello and Happy First Day of Spring. It’s rather gloomy and drizzly for the first day of spring, but after this winter, it doesn’t come as a surprise. Today’s article is about a new phone automated scam I’ve recently heard … Continue reading

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Thinking About Small Business Bankruptcy? First Consider These Important Factors… The Christine Chronicles

It’s Friday! It’s been so fantastic to have the sun out for the last several days, hasn’t it?  Not sure I’m quite ready for it to be in the 70s but you can’t have everything. Some of the flowers in … Continue reading

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Estate Taxes in Trump’s America… Christine’s Family Wealth Secrets

Hello. I had a call the other day from a gal calling on behalf of her father and step-mother.  Her father, in his 90s and step-mother in her mid 80s, had apparently had wills drawn up some time ago and … Continue reading

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