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Alice Anna Disse, My Mother July 26,1921- July 18, 2012

Tweet July 26, 2012 This past week I’ve been thinking about mom non-stop. So many images and memories flashing through my head from the past. And then writing this eulogy…how can a few paragraphs portray this wonderful woman and all the love we had for her? Imagine this: Raising six children: Patty, Steph, Me, Clare, [...]

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Strategic Philanthropy: How to Feel Good About Your Giving

Tweet Does this sound familiar? December rolls around and your mailbox is full of solicitations from charities and non-profit organizations that need your money. You get busy with the holidays—parties, family, travel—and on December 31, you realize that you haven’t made any donations. You kick yourself but realize there is no way you’re going to [...]

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Hello again my lovely blog!

Tweet Dear Of Independent Means Blog: I know you don’t understand why I abandoned you right after you got such a gorgeous face-lift (thanks to Stephanie Sammons of WiredAdvisor.com, but it’s not your fault. You’ve never looked better. It’s just that I’ve been awfully busy helping clients with their finances, speaking about investments at the [...]

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