Category Archive for "Family"

To Sign, or Not to Co-Sign… That is the Question

All right... perhaps I took a bit of license on Bill Shakespeare. But he has so many words allocated to him, and he uses them so well, I just thought he wouldn't mind if I just borrowed a few, albeit loosely. At one time or another, most of us are asked to co-sign a loan:…

College Planning, Estate Planning, Family, Rivertown Magazine

November 6, 2016

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The Ultimate Emergency- How Prepared Are YOU?

As a Certified Financial Planner® practitioner, one of the first things I learned in working with and helping people prepare for the long haul is the creation of "The Emergency Fund": a sum roughly equal to 6 months household expenses held in a liquid account accessible for emergencies- yes, the one you never figure would…

Family, Financial Planning, Insurance, Rivertown Magazine

May 3, 2016

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Here’s To The THANKS In Thanksgiving

For me, nothing says more than Thanksgiving for the month of November. Turkey, cranberries, the family around the table laughing and reminiscing…that to me is what Thanksgiving is all about. So tell me… how often do you think about the things you can give thanks for, as opposed to the things you lament about not…

Family, Retirement, Rivertown Magazine

November 12, 2015

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Personal End Of Life Disaster- An Avoidable Occurence?

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.…

Family, Insurance, Rivertown Magazine

August 10, 2015

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Articles & Knowledge

January 5, 2014
Life Is About Preparing For The Unexpected

While returning to NY recently on a flight, I was settled comfortably (an oxymoron?) in my…
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August 6, 2018
Do You Remember This?

Like the rest of the world, I'm on Facebook. I don't send out many messages, I…
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April 7, 2017
The Expected, The Unexpected, And The Downright Unfair

I'm often asked where I get my seemingly bottomless trough of ideas for my articles. It's…
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May 16, 2019
May 2019

The year has been a roller-coaster due in part to the dysfunction of our government, and…
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To Sign, or Not to Co-Sign… That is the Question

The Ultimate Emergency- How Prepared Are YOU?

Here’s To The THANKS In Thanksgiving

Personal End Of Life Disaster- An Avoidable Occurence?

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Articles & Knowledge

Life Is About Preparing For The Unexpected

Do You Remember This?

The Expected, The Unexpected, And The Downright Unfair

May 2019

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