Advanced Planning 101 Avoiding mistakes that can derail your efforts Broadly speaking, there are several stages to managing your estate. Much of it has to do with paper and, increasingly, digital documents. To have an estate plan, it must get written down. It...
What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...
Action Reduces Anxiety (and Boredom)! If you are not an ‘essential worker’, chances are you are doing your part to control the spread of COVID-19 by staying put. That is also a heroic act! So many people are helping in so many ways. Rather than bickering...
What If I Died? Using a Daily Money Manager to Plan Like There’s No Tomorrow Sixty percent of Americans have not done any estate planning. If you have ever been or talked to the executor of a poorly planned, undocumented estate, then you know that this is not...
If you are not prone to planning ahead, this could be your wake-up call. James, age 38, went around a corner on his motor cycle, was struck by another vehicle, and landed in the hospital with brain trauma. Sarah, age 52, was out with a friend and suffered an aneurism,...
