This past month has seen its fair share of misfortune and heartbreak for me and those close to me. My dear next door neighbor in Tennessee who I've written about many time, Miss Jo, passed away with great sadness to all of the community. Additionally, one of our team here at Chestnut lost a parent.…
Read more
Protection!
Recently, while spending time with my friend Al in his office I asked him of the significance of a beautifully drawn charcoal sketch of a male lion with penetrating eyes and clearly the king of the jungle. He explained to me that the dominant male’s role in the pride was to watch over the females…
Read more
Social Security… An Enigma Wrapped Up In A Conundrum
Entire books have been written about the Social Security system and its rules, processes and idiosyncrasies. It is truly a very complicated system and almost impossible to understand, let alone to wade through the vast intricacies of its rules and procedures. Anyone who has reached the age to collect knows you are well paid for…
Read more
How Do You Define “Financial Responsibility?”
After doing this for more than 3 decades, I've had the pleasure of meeting thousands of wonderful people that span 2, 3 and 4 generations of the same family. Many times, the issues of "intergenerational planning" come up: the act of financial planning that spans multi-generations in the same family. You'd be surprised (or maybe…
Read more
