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
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…
The 3 P's of Financial Fitness February is Heart Month. My husband and I joined a local gym. I’ve decided that it wasn’t procrastination on a New Year’s resolution, it was a month of planning and committing, and it seems…
I thought October would be a good time to talk about financial planning. As a daily money manager, this is one of the topics I review with my clients. I have found that there is a lot of confusion out there…