A couple of weeks ago, Elizabeth, Gracie and I were out on Lake Sinclair in the boat.

About two weeks earlier, Elizabeth and I made the heart-wrenching decision to put our sweet little Abby to sleep as she was having more bad days than good related to her long-standing health issues.

So it was strange to be out on the boat without one of our “crew” members.

It was late Saturday afternoon and the sky was clear and the sun was blazing. So we pulled into the cooling shade of Goat Island, turned off the engine and just listened to radio and enjoyed a couple of cold beverages.

We can only get clear reception on the boat radio for a single station in the area – 97 Big FM. This station plays a lot of classic rock which I enjoy listening to anytime.

Read more

I was recently introduced to Amy Refeca, an estate planning and elder law attorney focused on serving women in Georgia and Florida.

She owns Refeca Law, based in Alpharetta, GA.

As you might imagine, given our mutual interest in serving women, Amy and I hit it off immediately and had a lot to discuss.

We even recorded our most recent discussion. Hopefully it will serve both to introduce you to Amy and give you some things to think about when it comes to estate planning for women.

Here’s a video of our chat:

And if you prefer audio, here’s the audio only recording:

And here’s a complete transcript of our conversation if you prefer to read.

If you’re a woman and have questions about or need help with your estate planning, please contact me or feel welcome to reach out directly to Amy.

We’d love to help in any way we can.

No one gets married with the intention of getting divorced, but the unfortunate reality is that divorce happens, and it happens often.

As a woman, it’s not enough to be emotionally prepared for a divorce, you need to be financially prepared as well. Whether you’re the family’s breadwinner or a stay-at-home mom, your responsibilities are going to be numerous as you embark on the journey to ending your marriage.

In order to ensure you navigate that road smoothly and safely, I want to share 5 Financial Tips for Women Getting Divorced.

Read more

As we barrel headlong into another Presidential election, politics are everywhere.

In the news, on TV, on the internet, and don’t even get me started on all the “stuff” in my Facebook feed.

Depending on your social circles, you may talk openly about your political beliefs. In fact, you may be willing to jump into some debates, heated or otherwise, with your friends, family and coworkers.

I have political beliefs and opinions, but I largely keep them to myself. If someone wants to know where I fall along the political spectrum, all they need to do is ask.

Beyond politics, there’s sex.

Read more

I recently received the following email from a long-time client:

“Can we set up a meeting time? I’d like to review plan options.

My friend died suddenly a month ago….no warning. She was 57 and gone,  just like that. Shook me to the core.

Looking at making time to achieve a better life balance.”

Which brought to mind a quote from professional boxer Mike Tyson,

“Everybody has a plan until they get punched in the mouth.”

I don’t want to make light of their friend’s death, but the mortality of friends and family can often serve as a stark reminder that we only get one shot to make the most of our life.

And whether it’s death, a health scare, an accident or just the daily uncertainties that we all deal with, it can be a catalyst to reevaluate your life and how you want to live it.

Read more