7 Financial Planning Lessons for Life Following COVID-19

Published on May. 25, 2021

April 2021: American Funeral Director “7 Financial Planning Lessons for Life Following COVID-19” by Tim Hermann

COVID-19 disrupted many aspects of our everyday financial lives, whether in business, personal finance or estate planning. Many of us would prefer to forget the challenges and losses of the last year and just move on. I get that – but before you wipe the slate clean to start the new year, I think it’s useful to consider what lessons we can walk away with. For savers, spenders and investors, I’ve got seven lessons to share.

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Source: Published in American Funeral Director Magazine

February 2021 Memorial Business Journal: “Financial Market Update: What Will 2021 Bring?” by John Roscoe

Published on Feb. 14, 2021

February 2021: John Roscoe Featured in Memorial Business Journal “Financial Market Update: What Will 2021 Bring?”

To paraphrase a famous line by author Charles Dickens: “2020 was the best of times, and it was the worst of times.” In fact, 2020 might end up being recorded as one of the wildest in history for investors.

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December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Published on Dec. 3, 2020

December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

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November 2020 The Director: “A Solid Plan” by Corie Gabriel

Published on Nov. 9, 2020

November 2020 Corie Gabriel’s Article in The Director: “A Solid Plan”

Source: The Director, a publication of the National Funeral Directors Association

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September 2020 The Bulletin: “If the Tax Code Changes, Will You be Prepared?” by Corie Gabriel

Published on Aug. 19, 2020

September 2020 Corie Gabriel’s Article in The Bulletin: “If the Tax Code Changes, Will You be Prepared?”

Source: The Bulletin, a publication of Selected Independent Funeral Homes

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July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer

Published on Jul. 27, 2020

July 2020 Adam Sheer’s Article in Memento Mori: “Maximizing Income in a Perpetual Care Fund”

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July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

Published on Jul. 8, 2020

July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

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The Director: “How Much Do You Really Need” by Vicki Fillet

Published on Feb. 24, 2020

February 2020 The Director: “How Much Do You Really Need” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Published on Jan. 24, 2020

January 2020 The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “The SECURE Act – A Retirement Solution?” by Richard Konrad

Published on Dec. 1, 2019

November 2019 Richard Konrad’s Article in The Director: “The SECURE Act – A Retirement Solution?”

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Published on Nov. 13, 2019

January 2019 The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Source: The Director, a publication of the National Funeral Directors Association

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The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Published on Nov. 1, 2019

Fall 2019 The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Source: The Director.edu, a publication of the National Funeral Directors Association

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September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

Published on Sep. 12, 2019

September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

Source: The Bulletin, a publication of Selected Independent Funeral Homes

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July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Published on Jul. 29, 2019

July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Source: Memorial Business Journal, a publication of the National Funeral Directors Association

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May 2019 The Director: “Charting the Course” by Vicki Fillet

Published on May 1, 2019

May 2019 The Director: “Charting the Course” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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