• Non-Competes -the stay or go decision - Last week a mortgage banker, Mark, came to me with a worrisome problem. He had been a top performer for his employer, Bank 1, during most of the four years he had worked there. He was satisfied with his employment, and was ready to build a nice home. In his personal life, the family was […]
  • Conservatorships – a helpful tool for an aging population - A couple asked me what they could do to help their aging mother. It was a very sensitive issue … she was frequently buying items advertised on TV commercials with her credit cards … and they were concerned that she would spend her hard earned savings unwittingly.  When they finally built up the courage to […]