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Personal Strategy Notes

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Date 06/27/2017

Financial Advice for Multi-Generational Caretaking

Time was, families used to be dealing with elderly parents, young children ... and everything in between, all in one house! This is less common now, and as a result, many families are actually unprepared for how to handle it -- simply because models are much less plentiful.  The reason I highlight it now, is that we can help -- whether with specific practical assistance, or even just dispassionate advice. You might know somebody in this situation -- or you could be dealing with it yourself....Read More

Posted by Patrick O'Hara

Date 06/13/2017

Eliminating Worry

For many people, worrying about things can become more vexing than the original problem they were grappling with...Read More

Posted by Patrick O'Hara

Date 06/05/2017

Six Good Reasons Everyone Should Have An Estate Plan

Many well-meaning (and very loving) parents haven't yet established an estate plan. That is a sad reality.  Yes, perhaps they've downloaded a fill-in-the-blank will from a software service, but unfortunately, with many situations, these don't cover every important component of your wishes...Read More

Posted by Patrick O'Hara

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