Happy summer!

In response to last months newsletter asking for feedback on articles, one reader shared the following story. She wants other readers to learn from her situation.

My siblings and I are in the process of suing my brother. He manipulated my mother before she died so at her death he would basically get everything--the house and the money.  The situation is quite complicated and very expensive. However, we felt we had to pursue him legally. We were shocked and it hurts every day. It is so horrible to have a family totally pulled apart like this. So, as a financial professional, I tell you and ask that you spread the word so it doesn't happen to others. I feel so stupid to have trusted my brother. Be aware "IT can Happen to YOU"!


Over several issues we are highlighting a series of "life events" that could have significant implications for your present or future financial situation, needs or plan. It's time to re-evaluate your financial picture if you have experienced or will experience any of the following:

• Children preparing to go off to college
  
• Children at college
  
• Child getting married
• Adult child divorces, seperates or remarries

Time to Share. Create a Buzz.