THE HOUSEHOLD STEWARD REIMAGINED02.08.22 12:00 PM – 1:00 PM ETBNY Mellon Wealth Managementinvites you to attend our monthly Probate & Pumpernickel virtual program.Our February 2022 webinar featuresThomas and Susan Tillery who…
Please join Paraklete Financial, Inc in congratulating Thomas N. Tillery, Vice President & COO, on being elected to the NAEPC Estate Planning Hall of Fame® and honored as an Accredited Estate…
In our last posting we began a dialogue about personal financial ratios. We used the Second Habit, ‘Begin with the End in Mind’” from Stephen Covey’s book, The Seven Habits…
In his groundbreaking self-help book, The Seven Habits of Highly Successful People, Stephen Covey presents an approach to being effective by attaining goals and aligning oneself to “true north” principles…
We typically begin a posting with a quote. Today’s posting on the need for, and the responsible use of debt, provided several challenges in the quote department. One challenge is…
Establishing credit is a great deal like establishing a reputation. Ben Franklin said, “It takes many good deeds to build a good reputation, and only one bad one to lose…
Oh my, there must be something in the water! Recently, I had the opportunity to respond to questions on Event Liability Insurance (ELI) from several of our clients. In each…
“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…
Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…
“In life,” said he, “these were so squint of mind As in the handling of their wealth to use No moderation – none, in either kind.” —The Comedy of…