Expect the Unexpected Expect the unexpected. When the unexpected happens, there is no do-over. There is no reset button to push. Remember, You Only Get a Mulligan in Golf. You knew that already. So why am I telling you this?…
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The Tale of Two Unrestricted Gifts
This is tale of two unrestricted gifts made by donors when they passed away. Robert Morin Robert Morin worked as a librarian at the University of New Hampshire (“UNH”) for nearly 50 years. When he passed away…
May The Odds Be Ever In Your Favor
The Hunger Games was a bestselling novel that was subsequently made into a movie. Both were awesome. The setting is one where the Capital is abundant in riches. The outlying 12 Districts are all living in poverty. Every year…
7 Easy Year End Tax Saving Steps for Connecticut Taxpayers
1) Fund a CHET 529 College Savings Plan 529 College Savings Plans are an effective way to save for a child’s or grandchild’s education. The State of Connecticut allows Connecticut Taxpayers to fund a Connecticut Higher Education Trust (“CHET”)…
Estate Planning Lessons Learned From My Moms Estate
My Mother passed away this year at age 84. While her estate was fairly modest, here is some estate planning lessons we learned about her estate. Give While You Are Alive My mom’s estate was modest. She had…
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True Confessions
Sorry for the dramatic headline. Most of you that know me are aware that I’m pretty conservative and not one for grandstanding. Don’t worry—I’m definitely not qualified to write for the National Enquirer, and no, I won’t be discussing…
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6 Easy Ways a Financial Advisor Can Add Value
1) Risk Management I know risk management is just another term for insurance. No one wants to read about insurance, much less buy more of it. Insurance however is just a way to share the risk. There are many risks…
