DIY Estate Planning…

I read an article in the New York Times about wills recently that I found to be misleading enough that I had to write about it. It appeared in the September 8 print edition, and can be found online here.  Titled “Making Wills Easier and Cheaper With Do-It-Yourself Options” (and titled differently in the print edition),…

Letters That We Love.

In real estate, it’s always great when a client shows their appreciation for a job well done. A thank you note is worth its weight in gold, and studies have shown that expressing your appreciation elicits both physical and psychological benefits good to both giver and receiver. Read more about why a thank you note is such an effective part…

Money to be Made at BNI!

BNI is making money happen for its members even during the traditionally sleepy summer months. Sean Mathey took home over $1000 in the chapter’s weekly raffle jackpot!  That’s not the only good news–Chapter 36 is on target to reach its goal of over a million dollars in closed business this year. Visit BNI Chapter 36,…

May is Disability Awareness Month

May is Disability Insurance Awareness Month.  A doctor or an attorney is usually protected via income insurance, however, what about the rest of working adults?  In our high earning years the probability of a sickness or injury keeping us from working is high and if you don’t have another income, an inheritance or lotto to…

Are LGBT Workers Saving for the Future?

The Aegon Center for Longevity and Retirement took a look at how well prepared the LGBT community is for retirement. In its recent study “LGBT: Retirement Preparations Amid Social Progress,” Aegon says,“Until recently, LGBT people were legally denied same-sex relationship recognition, limiting their ability to get married and start families. In addition, discrimination in the workplace…