Apr 3, 2023Estate PlanningChoosing Your Financial Power of AttorneyChoosing a person to assist you with your financial affairs is a serious matter. Please choose wisely.
Sep 21, 2021Estate PlanningGUEST COLUMN: Talking to Older Relatives about FinancesDiscussing finances with elderly loved ones is rarely easy. However, these conversations are essential.
Aug 10, 2021Estate PlanningHow to Have “The Talk” about MoneyHaving to talk with your parents about their finances is as awkward as "the birds and the bees" talk they gave you when you were twelve...
Oct 8, 2019Estate PlanningThe Risk of Not KnowingLadies, be careful. Financial turmoil often awaits women who turn a blind eye to family finances.
Feb 11, 2019Estate PlanningPreparing for the Financial Reality of WidowhoodWhat happens financially during the five years of widowhood? Many women will be in for a shock.
May 14, 2018CaregivingDo Mom & Dad Need Help Protecting their Money?It’s a loaded question, one that many adult children want to ask—but don’t—often until it’s too late.