Monthly Archives: May 2016

Common Ways to Finance a Small Business… The Christine Chronicles

Hello. We’re off to Phoenix again, this time to do some fixing up of the fixer upper we’ve recently acquired.  We’re hoping, once all is said and done, that it will be a great place for Daniel and roommates, not … Continue reading

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Are You Leaving Your Retirement Account at Risk Due to Poor Planning?.. Christine’s Family Wealth Secrets

Hello. Both Daniel and his girlfriend, Serena, are home from their freshman years in college.  Boy did that year go by fast– for me anyway     And, unlike some of us who took time during summer vacation to, well, vacation, … Continue reading

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Partnerships and LLCs, Take Heed of New Tax Law… The Christine Chronicles

Hello and happy Friday. It’s been a bit of a long week here at the office–very busy–which is GREAT, but can sometimes be exhausting.  Luckily, having Daniel home means, at least for another week or so, he can drive Cameron to … Continue reading

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Recent Superstar Death Brings Estate Planning to the Forefront of Discussion… Christine’s Family Wealth Secrets

Hello- We returned from Arizona last night after picking up Daniel who finished his first year of college and his first lacrosse season. We also are in contract to purchase a house in Tempe for Daniel and friends to rent … Continue reading

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Work or Hobby?.. The Christine Chronicles

Happy Friday. Looks like the mini heat wave is over, at least for a few days. Too soon to be in the 90s.  The Cava-Faulkner household is winding down, or is it up, for summer.  Daniel is finished with school, … Continue reading

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Proactively Plan To Reduce the Impact of Caring For Elderly Family Members … Christine’s Family Wealth Secrets

Hello and belated Happy Mother’s Day, if you are a mom: I spent my entire weekend celebrating Mother’s Day. On Saturday I attended a ladies’ tea with close friends and Daniel’s girlfriend Serena, and I had a lovely time. Yesterday, … Continue reading

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Never Underestimate the Power of an Older Employee … The Christine Chronicles

Hello and happy Friday! We’ve had a heck of a week here. As things sometimes do, some of our computer programs decided to be uncooperative, thereby throwing our work flow off track a bit.  Like they say, you never know … Continue reading

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Emergency iPhone health App Can Save Your Life… Christine’s Family Wealth Secrets

Hello: It’s been another busy week with more to come at the Cava Faulkner house. Daniel’s lacrosse team was selected as the wildcard to play in the semi-finals for the national championship. He officially finishes school Thursday but it’s anyone’s … Continue reading

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