As published in the Racine Journal Times | April 3, 2013 A couple weeks ago I opened an email with the message “Hi Morgan” which I knew was odd since I’m not typically addressed by my last name. The message went on to request “cash balances” as the person “needs to make a request in…
As published in the Racine Journal Times | March 7, 2013 As stocks continue to increase in value, more people are starting to wonder whether they will continue to rise or whether a decline is coming soon. As the major stock indexes build on their gains from 2012, I think it’s a reasonable question for…
As published in the Racine Journal Times | February 7, 2013 Do you have a relative or close friend whose spouse recently died? You may be in a unique position to help them through one of the most difficult times in their lives. Too often, we’re at a loss for what to do though. Here…
As published in the Racine Journal Times | January 3, 2013 Trillions of dollars are expected to be transferred in the coming decades from one generation to another. A common question I hear from older generations is: What’s the best way to leave their money to their children? An unlikely source of guidance for many…