Monthly Archives: December 2012

Retirement Benefit Changes in 2013…Christine’s Family Wealth Secrets

Posted on December 24, 2012 by Cavafaulkner

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 →

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No Good Deed Goes Unpunished…The Christine Chronicles

Posted on December 22, 2012 by Cavafaulkner

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 →

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How to Talk to a Loved One About Estate Planning…Christine’s Family Wealth Secrets

Posted on December 18, 2012 by Cavafaulkner

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 →

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ESOPs: A Soulution for Business Owners Teetering on the Fiscal Cliff…The Christine Chronicles

Posted on December 15, 2012 by Cavafaulkner

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 →

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Holidays are a Perfect Opportunity to Check Up on Aging Parents…Christine’s Weekly Online Family Wealth Secrets Newsletter

Posted on December 11, 2012 by Cavafaulkner

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 →

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3 Tax Saving Actions To Take Before 2013…The Christine Chronicles

Posted on December 8, 2012 by Cavafaulkner

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 →

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Longevity Insurance Can Help Those Worried About Outliving Their Money…Christine’s Weekly Online Family Wealth Secrets Newsletter

Posted on December 4, 2012 by Cavafaulkner

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 →

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Asset Protection for the Small Business Owner…The Christine Chronicles

Posted on December 1, 2012 by Cavafaulkner

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 →

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