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Monthly Archives: December 2012
Retirement Benefit Changes in 2013…Christine’s Family Wealth Secrets
Happy Holidays. We wish you the very best over the holidays and in the New Year! We hope that your holidays are spent with the people you love. These holidays allow us the time we yearn for all year to … Continue reading
Posted in Estate Planning, Ezine, Retirement
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No Good Deed Goes Unpunished…The Christine Chronicles
Hello: I have been to some fun parties, the most recent- last night’s “end of the world party”. That was fun and a lot of people were out and about. I guess everyone wants to be having a great time … Continue reading
Posted in Business Article, Ezine
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How to Talk to a Loved One About Estate Planning…Christine’s Family Wealth Secrets
My boys are so anxious to finish school it is palpable. Cameron complained this morning about how awful school is….a complete waste of time, where you don’t learn anything you can ever use in real life anyway. Boy, that is … Continue reading
Posted in Estate Planning, Uncategorized
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ESOPs: A Soulution for Business Owners Teetering on the Fiscal Cliff…The Christine Chronicles
Ready for my first holiday party tonight. I continue losing weight so no libations for me– just good company with business owners whom I call my friends, that’s all I need for a great evening. We were hoping to see … Continue reading
Posted in Business Article, Estate Planning, Ezine, Retirement
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Holidays are a Perfect Opportunity to Check Up on Aging Parents…Christine’s Weekly Online Family Wealth Secrets Newsletter
Hi: We are coming down to the wire for school and the holidays. Anyone looking for a new iphone should check out Best Buy, where they are offering $50 off today and tomorrow! That’s a deal that I have not … Continue reading
Posted in Estate Planning, Ezine, Healthcare Directives
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3 Tax Saving Actions To Take Before 2013…The Christine Chronicles
Another December Friday, come and gone. Today for me was quite busy and productive. I met with clients and my good friend and colleague, Brandon Miller, who owns Avaunt Adavantage. Brandon is a business coach working with business owners anxious … Continue reading
Posted in Business Article, Ezine
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Longevity Insurance Can Help Those Worried About Outliving Their Money…Christine’s Weekly Online Family Wealth Secrets Newsletter
Happy Monday: It is finally dry after a very wet weekend. Our property is completely soaked. We visited a friend yesterday who practically had a river on their driveway. Despite all the rain, Daniel played extremely well in his lacrosse … Continue reading
Posted in Estate Planning, Retirement, Uncategorized
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Asset Protection for the Small Business Owner…The Christine Chronicles
Hi: Today is rainy and I am still working late on a Friday (so is Jean Marie- who will get this information to you). As my workweek ends, I go into a busy lacrosse weekend with Daniel practicing and scrimmaging … Continue reading
Posted in Business Article, Estate Planning, Ezine
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