Choosing Whom to Trust
Choosing Whom to Trust When it comes to choosing a Power of Attorney, you can’t be too careful Selma chose her oldest son as her Power of Attorney instead of her daughter because he lived closer. When he used her…
How Financially Vulnerable Are You?
How Financially Vulnerable Are You? 5 Warning Signs Aging is a long slow process that we try our best to prevent, delay, ignore, or otherwise avoid at all costs. Inevitably, the day comes that we realize something has changed…
Assisted Banking Conundrum
Assisted Banking Conundrum Preserving security while allowing 3rd party access In my world, assisted banking is commonplace. My clients range from busy professionals who have no time to deal with the minutia behind their financial status, to elders who need…
Is Tax Time Like An Easter Egg Hunt?
Have you ever watched a group of kids racing around to find Easter eggs? Each one rushes to find the next egg and stuff it in their basket. The basket is overflowing, and they don’t even know which eggs…
The Best Game Plan Ever!
Best Game Plan Ever! Lessons from the Super Bowl Lii Champs The EAGLES won the Super Bowl! The Eagles WON the Super Bowl! I’m still pinching myself. We’ve been to the brink so many times, only to be left…
Walk Away from Stress
Keep Stress from Sabotaging Your Productivity Last week I attended the AADMM (American Association of Daily Money Management) Annual Conference and came back to work with an incredible list of things that I need to implement in my business. As…
Giving to the Grandchildren
Giving to the Grandkids Are you being wise with your resources? There are 70 million grandparents in our nation today, and their numbers are increasing twice as fast as other US household types1. The average grandparent age is now just…
Suddenly a Caregiver
Suddenly a Caregiver: Recognize the effect on you You never know when it is going to happen. Sometimes it creeps up on you. Other times, it happens in a flash. A family member, who was doing fine on their own,…
5 Money Mistakes a Daily Money Manager Can Find in 5 Minutes
5 Money Mistakes a Daily Money Manager Can Find in 5 Minutes Avoid These 5 Money Mistakes on Your Own A Daily Money Manager (DMM) is a professional who helps those with various disabilities to manage their everyday financial and…
Life Insurance for Your Stage of Life
When to get life insurance and when to drop it. For most people, life insurance is a necessary part of an overall financial plan. It is needed to protect your assets and income, and the people you care about. But…