The Three Pillars of Financial Management
The Three Pillars of Financial Management are a way to evaluate what might be causing financial instability in your life or that of a loved one.
The Dream Team
Clare was mentally acute but had physical challenges that prevented her from writing checks legibly. She had no children and gave power of attorney to her niece. Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’. One hundred thousand dollars later, Clare caught on
D.I.Y. Identity Protection
Should You Consider an Identity Protection Plan? A client recently asked me about using an Identity Protection service and I told her I would do some research before she plunked her monthly fee down. I’ll share my comparison of plans…
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…
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…
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…
Is Bank Account Sharing A Good Idea For Seniors?
Is Bank Account Sharing a Good Idea for Seniors? Questions to Ask I often hear someone say that their senior parent has added them as joint owner of an account. This is done with the best intentions, often so that…
5 Tips To Ease Holiday Shopping For The Disabled
DON’T LET A DISABILITY DISABLE YOUR GIFT GIVING PLANS © Imre Forgo | Dreamstime Stock Photos As the holidays quickly approach, many of us feel a little stress about finding the right gifts, and getting…
Hurricanes, Charity and Scams
Hurricanes, Charity, and Scams The Best and the Worst Show Up We’ve all been watching the devastation of hurricane Matthew with concern for loved ones and empathy for all of those who have been affected. Many of us will feel…
Travel Tips for the Prepared
Travel Tips for the Prepared Ways to Save Time and Money Having just done some travelling myself, I thought I would share with you some tips that you might not think about until a travel crisis occurs. Thankfully, we didn’t…