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Category: penny wise

Oakley sunglasses and related life lessons

Oakley sunglasses and related life lessons

I once paid a lot of money for Oakley sunglasses.  At the time, it seemed like a foolish purchase. However, those sunglasses have proven to be perhaps the best investment I have made. There are important life lessons related to my Oakley sunglasses. I never told my wife how much I spent on those sunglasses, so I’m […]

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The value of knowledge and experience–this applies in all areas of life

The value of knowledge and experience–this applies in all areas of life

Do you and I appreciate the importance of experience and expertise?  In this internet age, it is quite easy for us to believe that Google can make us an expert on just about anything.  While I am as much a fan of Google and other internet resources as the next person, I see quite often the […]

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The surgeon and the scalpel

The surgeon and the scalpel

What are you really paying for when it comes to surgery–the surgeon or the scalpel?   We all have knives around the house. Some of us even have surgical scalpels (or other very sharp instruments).  Likewise, many of us have access to medical supplies. Why then do we not just perform surgery in our homes, especially […]

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a $400,000 mistake–another self help blunder

Self help, or “do it yourself” planning can come in all shapes and forms.  There is a recent article on Yahoo Finance which documents a tragic story of a man who’s “do it yourself” method cost his children $400,000. In 2008, just prior to dying from cancer, Mr. Smith undertook several efforts to get his […]

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What do we REALLY value–what are our priorities?

Our priorities dictate where we spend our time, attention and money. There are a great many things each day which demand our time, attention and money and, in the end, our priorities (what we really value and deem important) are the eventual recipients of such time, attention and money.  I was reminded of this fact […]

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“form” estate planning documents can lead to BIG probems

Penny wise and pound foolish–yet another example in the context of “do it yourself” estate planning.  A sad story that should have been prevented. This is something we have discussed often, but it has recently come up again with regard to an unfortunate story in Florida, where a woman decided to utilize a “do it […]

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