Category Archives: Business Article

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

Posted in Elderly, Financial, Financing | Comments Off on The Unexpected Costs of Caring for Elderly Parents in Your Home- Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Financial, Insurance, Success | Comments Off on Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

How to Achieve Sustainable Business Growth… The Christine Chronicles

Hello- It’s been a tough week, with the heat and jet lag. Here’s picture of our dining view of the georgous Alps, from our trip to Europe with the boys.   I am ready for the weekend. We are attending … Continue reading

Posted in Business Article, Marketing, Startup, Success | Comments Off on How to Achieve Sustainable Business Growth… The Christine Chronicles

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

Posted in Business Article, Business Entities, Financial, Financing, Marketing, Startup, Success, Succession Planning | Comments Off on Opening a new Location? Follow These Three Steps First- Christine’s Family Wealth Secrets

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

Posted in Business Article, Entrepreuner, Financial, Taxes | Comments Off on The Surprising Secret to Keeping Good Records in Your Small Business… The Christine Chronicles

How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

Hello and Happy Monday: We are excited to tell you about our event at Barsetti’s Winery in Galt, on June 22, 2017 at 6:30.  Wine Tasting on Us!! Yep you heard that right. We have limited space so RSVP to … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Inheritances, Lawsuits, Special needs | Comments Off on How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Financial, Retirement, Taxes | Comments Off on Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

Avoid These 5 Common Start-up Legal Mistakes… The Christine Chronicles

Hello- I headed out of town for a bit of R&R with my friends to see San Luis Obispo- a place I have never been.  Looking forward to getting away from the tension of finals weeks for my kids and … Continue reading

Posted in Asset Protection, Building Wealth, Business Article, Business Entities, Entrepreuner, Intellectual Property Protection, Startup, Success, Taxes | Comments Off on Avoid These 5 Common Start-up Legal Mistakes… The Christine Chronicles

How Your Legal and Financial Decisions Can Impact Your Marketing for the Better (or the Worse) In the Eyes of Your Prospective Customers and Clients… The Christine Chronicles

Hello and Happy Friday: I will keep this short because things are hopping here at Cava & Faulkner. We have lots of appointments. It must be the warm weather making people feel ready to take on the tough stuff. Speaking … Continue reading

Posted in Business Article, Marketing | Comments Off on How Your Legal and Financial Decisions Can Impact Your Marketing for the Better (or the Worse) In the Eyes of Your Prospective Customers and Clients… The Christine Chronicles

Doing Your Homework: How to Maximize Your Home Office Deduction… The Christine Chronicles

Hi- Rain, rain go away…. I never thought I would feel this way after years of drought and water rationing.  However, I am ready for blue skies and warmer weather. We have yard work we desperately need to complete and … Continue reading

Posted in Business Article, Taxes | Comments Off on Doing Your Homework: How to Maximize Your Home Office Deduction… The Christine Chronicles