The Finance Savvy Resident: Your Future-Self Will Thank You For This

Or your future-self might not; I don’t know, because I can’t predict the future. But I can offer some solid, evidence-supported suggestions—apropos to residents—as to potentially prescient, if not  generally, sensible financial moves.  Whatever your particular path or current circumstances, it is never too early nor too late to consider your financial future; how you can help position yourself…


Create and Put Your Estate Plan in Place STAT: Here’s How

If you’re looking for a barrel of laughs, you should probably read something else; if you’re looking for practical advice on how to ensure your “affairs” are “in order” before you “croak,” you’re in the right place! And if you’re looking for an opening line using unnecessary quotation marks for silly dramatic effect, you just passed it. Welcome to Part 2 on estate planning! If you missed my last…


Because You Can’t Take It With You...Estate Planning!

The term “estate” is commonly defined as a vast piece of property owned by a prominent family.  As in, William Pumpernickel of the Pensicola Pumpernickels invites you to his country estate for croquet and crumpets.  For purposes of this post, I’ll be referring to an alternate definition of estate: an individual’s total assets (e.g., all land and real estate, possessions, financial securities,…