Life
Assisting our Elders – A Cautionary Tale
This is a story that’s personal and a bit troubling to share, mostly because it involves some miscues and errors that I would think, as a financial professional, I might have been able to foresee and avoid. Since I didn’t, I’m going to share my experience in hopes that it will highlight some steps you…
Read MoreShould You Consider a Credit Freeze?
Some time back a government agency that holds my personal data reported a data breach and offered free credit monitoring, for which I signed up. A few weeks ago the monitoring company notified me that my personal data had appeared on “the dark web,” a part of the internet that’s associated with illegal activities. It’s…
Read MoreTransition Planning
Like many people my age, I have parents in their early 90’s who are no longer able to live independently. Although it feels to them like an abrupt transition brought on by my mother’s stroke nearly three months ago, in fact the situation has been developing gradually. For many years, their four children have been…
Read MoreResilience
Investing is like life itself; wishing to avoid periodically going sideways or backwards is not realistic. Rather than seeking to avoid all hardship or setback, we should instead focus on developing stronger resilience. Peggy and I have just spent the past couple weeks watching tennis from the US Open in New York, happily recounting the…
Read MoreTranslate This Page
Recently I saw these words at the top right corner of my computer screen: “Translate this page.” My mind was deep in critical thought at the moment, and at first the message didn’t register. Momentarily, however, my eyes wandered back. “What?” Then I started laughing, realizing that Google was offering to translate this page into…
Read MoreShelter in Motion
It’s possible that my wife, Peggy, and I have applied the State of California’s now one-year-old “Shelter In Place” order slightly differently than some. Oh, we’ve been compliant; even diligent. We place ourselves in the presence of others only sparingly, wear masks, and otherwise quite carefully adhere to our state and county guidelines in an…
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