Your life lessons are the best gift you can give your loved ones. Capture your wisdom in a compelling, powerful, A&E-style, broadcast-quality DVD.
Our goal is to help families, businesses and foundations connect common threads through shared experiences and life stories.
Your experiences and history will provide valuable guidance to the next generation and will bring greater appreciation of who you are and what you’ve accomplished.
How Will Your Story Be Told?
I can still remember my father, a Pan Am pilot, returning home from a trip with a gift from wherever his assignment had taken him. To a young girl a gift was always a welcome surprise but it was the stories he told of the places he went and experiences he had that are still with me more than sixty years later.
A legacy letter or ethical will (as it is called in the Jewish faith) has been around for millennium. It is a chance to document what we care about most and can be done in a number of forms. For those with substantial wealth, a legacy letter can help the next generation become more effective stewards of the family funds.
What Would She Think?
She would have been 100 years old on May 4th. Cheerful, warm and always gracious, she was well-loved by everyone who knew her. She died too young, at 81. There are things I wished I had asked her about her life and about our family as we were growing up.
Dr. Collins Finance Blog Posts
Reduce Your Financial Risk In an Earthquakes
Be honest – when you heard recently about the 6.0 earthquake, the worst in 25 years, hitting Napa, did you 1) double-check the disaster supplies you have stored in a safe place or 2) think about checking your supplies or 3) tell yourself “I really should do something to prepare” and left it at that. It’s easy to procrastinate around disaster preparedness.
How to Protect Yourself Against Scams
Skimming through my emails the other day, one caught my attention. It said “Account Alert – IMPORTANT Membership Notification for your Card.” It was clearly from customer service at American Express and said “NEW! Card Security Guarding Procedures.”
Which Investor Are You?
Three friends each put $5,000 into the stock market every year since 1960. Samantha was very lucky and managed to pick the best day of every year to buy. Jenny’s approach was easier and more consistent.