What Would Make You Switch Financial Advisors?

When’s the last time you thought about the relationship you had with your financial advisor?
For most people, that’s not something that regularly crosses your mind. As long as your portfolio performs well and your advisor picks up when you call, there’s not much you should be concerned about, right?
Wrong.
Continue reading

Posted in Family, Home | Tagged , | Leave a comment

Could a Threat to Your Financial Well-Being be Lurking in Your Backyard?

Think about the last time you thoroughly examined your financial portfolio: did you assess all potential risks? Chances are you overlooked liability when conducting your financial review. Continue reading

Posted in Family, Home | Tagged , , | Leave a comment

Holiday Gift-Giving Safety Tips

The holiday season is a time filled with family, friends and gift-giving. But many popular gifts can inadvertently introduce new risk to you and your recipient’s homes and wallets. To avoid being the holiday gift giving Grinch, here are a few things to keep in mind when purchasing gifts for friends and family. Continue reading

Posted in Family, Home, Safety | Tagged , , , , | Leave a comment

Leaving in a Moment’s Notice:
What To Pack in an Emergency “Go Bag”

No matter where you live, there is a chance of a catastrophe occurring that may require you to leave quickly with little or no notice. Be aware of what types of catastrophes your area is prone to and what steps you can take to prepare in advance of the event. Are you prepared to leave in a moment’s notice?

Preparing ahead of time is the first step to keeping yourself and your family safe in a time of crisis. Along with your established family emergency plan, you should create several emergency “Go Bags” that contain essential items you may need if forced to evacuate. Keep in mind it could be several days before some sort of normalcy returns to an area affected by a catastrophe. Continue reading

Posted in Family, Home | Tagged , | Leave a comment

Holiday Travel Safety Tips

As the holiday season and school breaks approach, many families are busily making travel plans. Whether these plans include visiting family and friends or heading to warmer (or colder) climates, this is often a popular time of year for family trips. If your upcoming plans include traveling, here a few tips to help keep you and your family safe.

Know your Destination – Not all locations are equally safe. Research your destination before booking your trip, especially when traveling abroad. The US State Department is an excellent resource for global travel information. Visit their website at travel.state.gov and click on the Alerts & Warnings section for travel advisories; these will include information regarding civil unrest and criminal violence related threats as well as weather alerts. Continue reading

Posted in Family, Safety | Tagged | Leave a comment

Do You Need a Social Media Policy for Your Nanny?

For many, social media has become an integral part of daily life – both in and out of work. While using social media may be necessary in some jobs, one in 10 workers spends more time on the Internet than … Continue reading

Posted in Family, General Risk | Tagged , | Leave a comment

Staying Safe Around Fido: Dog Bite Prevention Tips

The dog days of summer are well behind us, but dog safety is always in season. According to the American Veterinary Medical Association, dogs reside in approximately one in three U.S. households – including mine. With help from Angela Speed, … Continue reading

Posted in Family, Safety | Tagged , | Leave a comment

Back-to-School (Risk) Basics

It’s that time of year again – children are hanging up their beach towels and heading back to school. For families whose children attend boarding school or college away from home, the bittersweet feelings produced by their absence should be … Continue reading

Posted in Family, General Risk | Tagged , | Leave a comment

Summer Travels That Include Peace of Mind

It is predicted that U.S. airlines will carry a record 231 million passengers this summer. But while most travelers are routine in their wanderings, venturing to usual tourist destinations or someplace with a beach or picturesque mountains, travel to underdeveloped … Continue reading

Posted in Family, General Risk | Tagged | Leave a comment

Unique Cyber Risks Your HNW Clients’ Kids Face

We love our smartphones and the unencumbered access to social media they provide. But too much access isn’t always a good thing, especially for children. Without oversight, negligent use of technologies can expose families to significant cyber risks. While all … Continue reading

Posted in Family, General Risk | Tagged | Leave a comment