When Your Kids Just Aren’t Ready

  “We’re both in our sixties. We’ve worked hard for forty years and we’re tired. We’re ready to retire but our adult kids still act like children! They’re unreliable on the job and unable to make important business decisions on their own. How can we even think about retiring?”   While the details may vary, […]

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Rehearsing your exit: The Dress Rehearsal

Have you had “The Difficult Conversation” with your family? The one about what will happen when you leave this life?  Every few years, our family has what we call a “Dress Rehearsal.” Together with parents and adult children, we meet with our independent financial advisors, and sometimes with our attorney. The announcement is made that […]

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