Family (4)

Candid conversation memos (CCMs)

CCM #26 - WEALTH - WEALTH TRANSFER AND ELDERLY CARE

Wealth - Wealth Transfer and Elderly Care There will be a grand shift of wealth In the U.S., the baby-boomer generation holds tremendous...

9 views

CCM #21 - RETIREMENT - OPPORTUNITY, SURVIVAL, WASTED TIME

Retirement – Opportunity, Survival, Wasted Time How do you stack up in the realm of retirement? Maybe you’re already in retirement mode,...

10 views

CCM #5 - ADULT CHILDREN - DEPENDENT AND SUPPORTED BY SENIOR PARENTS

Adult Children - Dependent and Supported by Senior Parents A tremendous opportunity awaits everyone Presumably, and perhaps tacitly so,...

11 views

CCM #17 - MONEY BETWEEN FAMILY MEMBERS - THERE IS A BETTER WAY

Money Between Family Members – There is a Better Way Borrowing and lending between family members is a no-no regardless Generally...

16 views