Category Archives: Financial

What to Expect From An Initial Estate Planning Appointment With Us… Christine’s Family Wealth Secrets

Brr, it finally feels like winter. I walked my dogs about 3.5 miles this morning in the cold, and it was so quiet.  I listened to my Spanish tutorial and practiced during my walk.  I am at the point in … Continue reading

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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse… Christine’s Family Wealth Secrets

Hi: It’s that time of year already! Spending time with your Valentine and those you love takes center stage.  We will likely avoid the crowds and get out a few days before, also celebrating  Dave’s birthday too. We’ve been mulling … 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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Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … Continue reading

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Weathering the Storm: How Families Can Plan for Natural Disasters… Christine’s Family Wealth Secrets

Hello and Happy Monday. It’s Jean Marie here.  Christine and family are braving the cold and wind in the arctic (ok, nearly arctic) city of Reykjavik in Iceland. I received a text from her today saying a massive wind storm … Continue reading

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The Ten Richest Families in America and Their Rise to Riches… Christine’s Family Wealth Secrets

Happy Monday: I read today that Jeff Bezos, CEO of Amazon, is the wealthiest person in the world, topping $100 billion net worth. Having spent my fair share on Amazon, I am not at all surprised. However, will his billions … Continue reading

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Culture: How a Practice of Karma Can Improve Your Business… The Christine Chronicles

Hello and Happy Friday: Wow, what a year!  Floods, hurricanes, fires and other weird weather anomalies.  Despite all of the craziness, this has been a good year for me. My youngest son graduated from high school, and gained valuable work … 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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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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