Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion "I learned firsthand how hard it is to settle someone’s estate when my husband died and then, …
How the Executor and Beneficiaries of a Will Should Handle Assets
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is …
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Interested in Growing Your Wealth with Bonds? Here’s How They Work
The following is adapted from Inheriting Chaos with Compassion. When it comes to investing, most of us are familiar with stocks—an ownership share in a company—but you might be left wondering what …
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If You Inherit an Employer-Sponsored Retirement Account or an Annuity, Here’s What You Need to Know
The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect …
Looking to Your Financial Future Starts with Knowing Where You Are
The following is adapted from Inheriting Chaos with Compassion. Many people resist seeing a financial advisor because they feel that every time they walk in, they’ll be told what they’re not doing …
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After the Loss of Loved One, Your Mindset Around Money Might Shift
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and …
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THE POWER OF PURPOSE
In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation. One section, “The …
Buying Ourselves the Gift of Time
Most adults are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many individuals express frustration …
Horses of Two Colors
A bit earlier today, my daughter and I were at a local mall where they offered free horse drawn carriage rides. As you can imagine by the word "free," there was a long line so I had plenty of time to …
The Markets Stink. Now what?
The Markets Stink. Now what? 2018 was a pretty good year for stock market returns…. Until October. Since then we have been hit with very difficult performance. A couple of weeks ago, …
The Psychology of Giving
Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a socialpsychologist at the University of British Columbia, also wanted to understand the effect of …
DFA US Large Cap Value: What, Exactly, Am I Invested In? Part 2
The US stock markets are still feeling jittery this week, although we are seeing some stabilization in the International Markets, something that rarely gets headline coverage here in the US. The …
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