Avoiding The BIG Conversation

Big Isn't Always BetterIt’s important to me to help women who are “suddenly single” as a result of divorce or becoming a widow.

However, many of my longstanding client relationships are with happily married couples.

Elizabeth and I will celebrate our 19th wedding anniversary this May, and while our relationship has had it share of ups and downs, I couldn’t be happier about spending the rest of our days together.

But what is the secret to a great marriage or any type of personal relationship, for that matter?

I think Fort Worth, Texas-based financial advisor, Roger Whitney, may have the answer.

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Financial Fly Fishing

Rainbow TroutThank you for all the positive feedback about last week’s article on LifeLock and protecting your identity. Several of you even let me know that you passed it along to family and friends, and there is no better compliment I can think of.

If you, or someone you know, would still like to read or pass along the article, you can point them to the article right here on my website.

And if you ever have a question or would like my opinion on something, don’t hesitate to let me know. There is no such thing as enough good topics for me to write about.

Today, let’s talk about fishing.

Specifically, fly fishing.

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Do You Need A Forensic Accountant On Your Divorce Team?

Laurie Dyke

Laurie Dyke, CPA

For women facing divorce, it’s important to have the right professionals on your “divorce team” to make sure you get an equitable divorce settlement.

One of these key professional may be a forensic accountant.

I recently had the pleasure of speaking with Laurie Dyke, founder of IAG Forensics & Valuation in Marietta, GA. Laurie is a CPA and also holds multiple certifications in forensics and fraud.

Along with her growing team, Laurie has a lot of experience working with family law attorneys and their clients as they navigate the divorce process.

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Caring For Aging Parents:
Lisa Meeks And Senior Care Options

SeniorCare Options LogoThere are multiple facets of delivering care to our loved ones as they age.

There is the practical delivery of healthcare and other required assistance.

And just as important, if not more so, is making informed decisions about how and where to best care for aging friends and family.

Thankfully, you don’t have to go it alone. There is qualified help from people like Lisa Meeks and her company, Senior Care Options.

Lisa and I last spoke in late 2012. You can review our conversation here.

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Is LifeLock Worth The Money?

Are you safe?With data breaches at Target, Home Depot and most recently Anthem, maybe it’s no surprise that LifeLock reported record quarterly revenue on February 10th.

If you’re not familiar with them, LifeLock is an identity protection service that, for $10 – $30 per month, will protect your identity.

But is a service like LifeLock worth your hard-earned dollars?

I don’t think so.

I’ve written before about ways your can protect your identity, both online and offline.

However, more recently, with this latest Anthem data breach, I’ve had several clients ask me about ways to make sure they’re doing everything they can to protect themselves and their financial information.

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