From the monthly archives: September 2014

Many folks wait until the end of the year to make their gifts – both gifts to charities and gifts to individuals. This year the annual exclusion from the gift tax is $14,000. A person may give up to $14,000 to as many recipients as he or she wishes.

This is a great way to […]

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As a seasoned explorer of both outer and inner wilderness, I advise people to learn to “discover”.

Every culture celebrates the explorer, the hero who confronts the unknown and returns with stories to enrich the community. In the last third of our lives, the repacking process takes on new significance. It brings us to fundamental […]

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Gadgets and Gizmos All Around

On September 22, 2014 By

Gadgets and gizmos all around, but when is a watch a timepiece? Consider the Apple announcements. How prophetic was the Little Mermaid who said “You want thingamabobs? I’ve got twenty!” Now think about Maxwell Smart’s shoe phone. Somehow the new Apple Smartwatch reminds me of gadgets that were so […]

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Financial planners do a good job of working with clients to develop an estate plan to effectively pass assets on to heirs. Minimizing taxes and making sure documents and beneficiary designations are done properly is important so family wealth can pass to the next generation. However, we all know family wealth is more than stocks […]

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Two Stars Come Out

On September 11, 2014 By

I am probably not so odd when I wonder why I am not a star. Then I read a really good book and know I cannot dream of writing that well. Or I listen to Sinatra or watch Meryl Streep and recognize that cream rises to the top. I may want to think it is […]

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“Remember, Ginger Rogers did everything Fred Astaire did, but backwards and in high heels.”  – Faith Whittlesey

According to the United States Bureau of the Census, at some point in their lives, an overwhelming majority of American women […]

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The Truth About Fat

On September 5, 2014 By

When you eat more food (calories) than you immediately need, your body stores the balance as fat.

Each pound of stored fat contains 3,500 easily accessible, energy-packed calories. Calories that, when deployed, provide life supporting power to many of your tissues … especially your heart and skeletal muscles.

Fat also plays a vital role in; […]

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Jan’s article originally appeared in AARP, The Magazine.

You can expect to live another 20 years, on average, if you are 65 and a woman. Lots of delicious weeks stretch ahead. How will you spend them?

When I tackle this question in my new book, […]

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Your estate plan needs to have a digital component to assure everything goes smoothly.

Do you still get financial statements by mail or are most coming electronically? What would happen to that information if you were to die or became incapacitated? Would your loved ones be able to access your accounts or […]

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