Monthly Archives: November 2012

Savvy Year-End Tax Moves for Retirement Plan Owners…Christine’s Weekly Online Family Wealth Secrets Newsletter

Hope you are enjoying your week after Black Friday and Cyber Monday. I daresay that I have almost finished my shopping, which is a first! It feels great to have shopping done early so we can focus on family and … Continue reading

Posted in Estate Planning, Ezine, Retirement | Leave a comment

Retirement Planning Guidelines for Every Age…Christine’s Weekly Online Family Wealth Newsletter

Happy Holiday Monday. We have a new assistant in our office, Taylor! Adrianna, Dave’s assistant, left the firm after working with Cava & Faulkner for 8 years. We are sad to see Adrianna go but wish her well. Adrianna moves … Continue reading

Posted in Ezine, Uncategorized | Leave a comment

Be Sure You Cover Your Legal Bases for Your Home-Based Business…The Christine Chronicles

The rain has stopped construction on the holiday ice skating rink next to our office, which is a welcome reprieve. Bah humbug, do you think? While I have no doubt the skating rink will bring a festive atmosphere to Elk … Continue reading

Posted in Business Article, Ezine | Leave a comment

Protecting Elderly Parents From Financial Abuse…Christine’s Weekly Online Family Wealth Secrets Newsletter

Happy Veteran’s Day. If you are off of work, hope you have a relaxing day and perhaps enjoy some of the local festivities. If you are working, like me, then enjoy the quietude (not even sure that is a word). … Continue reading

Posted in Estate Planning, Ezine | Tagged , | Leave a comment

5 Reasons Business Owners Need to Review Their Buy-Sell Agreements Immediately…The Christine Chronicles

Hope you have enjoyed a productive week, especially now that we can all take a breath post election. Regardless of whether you supported Romney or Obama, we now have some greater sense of our future (well a little bit more … Continue reading

Posted in Business Article, Ezine | Leave a comment

When It Comes to Inheritance, Treating Children Equally is Not Always the Best Plan…Christine’s Weekly Onlife Family Wealth Secrets Newsletter

Another beautiful almost spring like day. Strange to think we will have snow in the mountains on Thursday. I am making this really short as I promised Daniel I would run with him this evening. As it will now be … Continue reading

Posted in Estate Planning, Ezine | Leave a comment

2013 to usher in Multiple Tax Changes…The Christine Chronicles

We had a somewhat sedate Halloween. It was bound to happen sooner or later, with the boys getting older. Daniel was out most of the evening trick or treating with his girlfriend and they went as characters from the play … Continue reading

Posted in Business Article, Ezine | Leave a comment