Estate Docs 101 Blog: News and Notes from the Notebook

Estate Docs 101 Blog: News and Notes from the Notebook

Moneyologist on CBS Marketwatch answers questions

by Julie Jones on 08/09/17

If you have not heard of the Moneyologist, a great column with great answers to money, family finances, estate planning complications where unusual situations arise, check out the recent article on CBS Marketwatch -- how to handle families with step-children in planning for equitable distributions.  There is much to think about and many important advance planning steps need to be taken.

Rents, debts, jobs, parents, adult children "at home" - 2017

by Julie Jones on 07/31/17

This interesting article from CBS Marketwatch outlines some important current demographics - as of 2015. One-third of 18-34 year olds were living at home and many of the reasons - student loan debt, hard-to-find jobs, high rents - have not changed in 2017.   According to, today there are 44 million borrowers with an average outstanding amount of $27,857 per person, totaling $1.41 Trillion.   Faced with the never-ending media enticements to take a vacation, buy a new car, clothes, electronics, entertainment options, it is important to make a plan and stick to it to prepared for a mostly debt-free future that looks toward a secure retirement, too.   See the article for some insights.

Saving, Spending, Splurging, Safety for Retirement

by Julie Jones on 07/13/17

Are You Saving Enough For Retirement?   Some thoughts from CBS Marketwatch should provide ideas and steps to take to make good decisions about the future.   Remember "time flies" and "where has the time gone?" and "I cannot believe the year is half over"  How often we hear those phrases.  All of a sudden 65 or more years have passed.   Are you ready for the big 65? and the years to follow?   See the article for details:

Site Design by Chelsea Clair Design
© 2010 Julie Jones, Consulting Services.  
About Julie
Contact Us

Scroll down for past blogs including links to the Wall Street Journal articles