Shoulda had a will

By: Laura Walton AFC® Prince, that is. Since his death a year ago, 45 people have come forward claiming to be his wife, children, siblings or other relatives. His estate, estimated at $200M, has been held up in the courts while they determine his rightful heirs. The judge recently confirmed the money, reduced by about…

When you die

By: Laura Walton AFC® here are things you can control and things that matter. When the two categories collide, that’s when you pay attention – the ball’s in your court to control the things that matter. It’s easy in our busy, distracted lives to spend too much time on things that don’t matter and too…

The rest of the story…

By: Laura Walton AFC® “‘Devaluation’ of homeowner tax advantage feared by some” was the headline in our Sunday paper that caught my attention. Just how important is the mortgage interest deduction and who benefits most from it? According to the article, the National Home Builders Association, Mortgage Bankers Association and the National Association of Realtors are characterizing…

Uh-oh…

By: Laura Walton AFC® That was my reaction when I saw the article titled “Financial Illiteracy and the Ineffectiveness of Financial Education Programs.” The TCI Foundation runs a financial education program, the 3rd Decade. Are we irrelevant? No, thank goodness, but… the eye-opening take-away from this was that financial education only affected 0.1% of later financial…