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When approached with the topic of mortality—one's own or a loved one's—most people tend to shy away.

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The ability to provide insightful financial guidance to families and individuals who seek it takes a certain range of knowledge and skill, in addition to a compassionate approach.

Champagne Tastes on a Beer Budget

Balance your wishes with your wallet.

"OK. Don't panic. Don't panic. It's only a Visa bill. It's a piece of paper; a few numbers. I mean, just how scary can a few numbers be?" —Sophie Kinsella, Confessions of a Shopaholic

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