Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what...
Financial Planning
Helping Our Aging Parents with Their Finances
Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way,...
The Morbid Details: End of Life Preferences
The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you...
Can You Relate to These Common Estate Planning Mistakes?
When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t...
Have You Told Your Assets Where to Go?
Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is...
Have you Inventoried your “What Ifs”?
What We Worry About Do you ever find yourself asking these important life questions? What if my spouse or I die prematurely? What if one of us...
What Motherly Advice Did You Receive About Money?
In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives....
What Does Your Financial Health Depend on?
When articles or discussions center around the question, “do you know your number?”, it is usually referring to your retirement nest egg value....