Monthly Archives: November 2017

Tax Benefits of Buying a Second Home… Christine’s Family Wealth Secrets

Hello: Our boys arrived early Thursday morning and we spent a very nice Thanksgiving afternoon in Davis with family and friends. It was wonderful spending time with the boys and have us all together as a family again. Daniel headed … Continue reading

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The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case… Christine’s Family Wealth Secrets

Happy Thanksgiving week! We are back from our 60 mile walk in San Diego.  Our group of walkers in San Diego raised $6.5 million to fund research, and breast cancer education.  I have sore feet, a few blisters and much … Continue reading

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Easy Mistakes to Avoid When Passing Assets to Your Child… Christine’s Family Wealth Secrets

Hello- We have been so busy, Monday blew right by and we did not get our newsletter out. We are heading out tomorrow night for our Komen adventure, which will begin Friday and extend through Sunday. 20 miles a day … Continue reading

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Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into… The Christine Chronicles

Hi: Gearing up for the weekend and our last training walk before the big 3 days next week, where Jean Marie and I will walk 20 miles a day for three days. Between us, we have raised $5000 for breast … Continue reading

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What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?.. Christine’s Family Wealth Secrets

Hello! I spent my weekend walking in the rain on Saturday and in the sunshine Sunday. I went a total of 20 miles over the weekend which isn’t bad. I’m coming up to the final stretch in training before my … Continue reading

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