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03Mar 2009

Entering Into Your Children's & Grandchildren's Lives

Often, when talking to senior generation members within a family, we discuss how to transfer one’s values to the next generations.  Sometimes we are talking with parents in their 30’s, 40’s and early 50’s who are still raising their children and teenagers at home.  Other times we are talking to 50-60 year olds with young adult children out of the

18Feb 2009

The Exhilaration of Learning from the Best

This week I have had the privilege of participating in a summit meeting of advisors who work with some of the most successful individuals and families in our country (and even the world). Approximately twenty-five professionals from a variety of disciplines gathered to learn from one another and discuss how they can best work together to serve their clients. Clients

09Feb 2009

A Real Life Fire Drill

Last night we had an interesting life experience — one of our neighbors’ home caught fire and burned to the ground. For those of you who don’t know, we live out in the country surrounded by trees.  There are 8-10 homes in our area, with woods (currently very dry woods) in between homes. Around 11:30 p.m., my daughter, Lizz, came

01Feb 2009

The Current Financial Crisis — Dealing with Reality

There is plenty being written about the current financial crisis and, like the political elections this past fall, it is easy to become overloaded with information.  Obviously, there are a lot of opinions about what has happened, who is at fault, and what should be done.  Some of the comments are driven by philosophical beliefs (for example, about macroeconomics), some

19Jan 2009

Psychology & Wealth – A Collage of Recent Research

I have been collecting some articles on psychology and wealth from a variety of journals I receive, and recently there was a group of articles published in the Monitor of Psychology which is published by the American Psychological Association.  I thought I would briefly share some of the information reported. One article in the January 2009 Monitor entitled “Mind over

11Jan 2009

When Bad Things Happen: Times for Family Closeness

Part of life is the fact that “bad things happen” – a car accident, serious physical problems, death of a family member, loss of a job,  — all kinds of events are possible. Recently, I have had a number of family members and friends struggle with serious physical problems:  brain tumors, breast cancer, back problems, vertigo, depression, kidney malfunctions.  (I

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