Most people think estate planning is an old person’s game. Once you hit your 60s or 70s, that’s when you organize your affairs–right? Wrong. Please do not wait until you’re in your twilight years to plan your estate! The unfortunate reality is that we never know the exact time of our demise or incapacitation. Having…

Have you ever wanted to learn more about your family history and take a proverbial journey home? If you answered yes, then you are not alone. Plenty of people want to learn more about their ancestors. In particular, they want to know who they were, where their family originated from, what happened to them, and…

A financial advisor is someone who assists with and, in some cases, manages your finances. The term financial advisor, however, refers to a wide array of professionals who render different kinds of services. Types of financial advisors include investment managers, broker-dealers, and certified financial planners just to name a few. In this article, we’ll tackle…

Learn all about the best family reunion activities, ideas, games, and more! Family reunions are a lot like the family members who attend them — unique, complicated, and a whole lot of fun. Whether it’s an intimate gathering or a grand multi-generational shindig, there’s no denying that a family reunion is a great way to…

By Laura A. Roser Your Personal Legacy Statement Your Personal Legacy Statement or Personal Mission Statement is your declaration of how you’d like to live your life and impact others from an ethical standpoint. It’s different from goals, which are about achievements. The objective of a Personal Legacy Statement is to clearly state your principles, how…

By Laura A. Roser Zen and the Art of Car Shopping My taste in cars drives my engineer father crazy. I rate a car’s attractiveness over its utility every time — which usually means that I end up with a cute, but temperamental foreign car that’s expensive to fix and costs significantly more than a “more…

By Laura A. Roser   Walter Isaacson, Steve Jobs’s biographer, asked him if he had any regrets. Jobs said, “I wanted my kids to know me. I wasn’t always there for them, and I wanted them to know why and to understand what I did.” Isaacson went on to ask him if he was glad…