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Saturday, July 15, 2017

As I understand , Ethical Will’s originated as a Jewish custom of parents leaving a written spiritual legacy for one’s family, many times with instructions of how to live a meaningful and ethical life. Think of an Ethical...

 

Monday, June 19, 2017

We recently spent some time discussing Courageous Conversations™ and looking at what elements are involved in the process. One essential aspect of this conversation is the family meeting. The family meeting is an opportunity for...

 

Tuesday, May 2, 2017

Think about all the time we spend preparing for life’s milestone transitions like the birth of our child, the first day of school, prom, high school graduation, college selection and graduation, marriage, buying a house,...

 

Tuesday, March 21, 2017

How much time have you spent thinking about paying for your long-term care needs? If you’re like two-thirds of Americans, this is a serious cause of worry for you. The good news is that there is a solution through repositioning...

 

Wednesday, February 1, 2017

This article focuses on a new, proactive approach to be well prepared for Camp Widowhood™, that new phase of life, where you get to deal with your personal grief and adjust nearly every aspect of your life. What this means is...

 

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Thursday, December 8, 2016

The following is repeated from the Finance Markets Newsletter of December 13, 2003 and is intended as a holiday tradition for Leimberg Information Services, a professional, advanced planning service of which I have relied on for years....

 

Tuesday, November 1, 2016

The intent of this article is to summarize the current and future state of affairs of our Social Security system, clear up some myths, and discuss possible solutions to keep it solvent. I pay attention with great interest to Social...

 

Friday, October 7, 2016

Are you worried about the taxes you will be required to pay when you have to start taking required minimum distributions (RMDs) from your retirement accounts at the age of 70 ½? Does the possibility of increased medical expenses...

 

Friday, October 7, 2016

Life is like riding a bicycle. To keep your balance you must keep moving. -- Albert Einstein The intent of this short article is to give you something to ponder about your long lived life. If you’re like me and plan on sticking...

 

Friday, October 7, 2016

I believe my most important function at My Family CFO is to create and maintain mutually beneficial relationships based on trust. What this means is that we show a genuine interest to protect your lifestyle and preserve and grow your...

 

Friday, October 7, 2016

After studying Economics and Finance at the University of Wisconsin-Madison I launched my career as a life insurance agent representing Northwestern Mutual Life in their downtown Chicago agency, the O. Alfred Granum Agency. Months...