Senior Financial Abuse: Identifying the Signs of Elderly Financial Exploitation
A recent episode of CNBC’s American Greed highlights the rags to riches back to rags story of former basketball star Rumeal Robinson. When Robinson turned …
Topic: Personal Finances
There are so many circumstances that can lead to a change in your personal finances. Whether you and your loved ones are experiencing a financial hardship or are planning for retirement, our Contributors will offer support and tools as you navigate your way through many of the stages of your financial transition. If you need a little more support visit our Forum where you can post questions and interact with other community members and our contributors.
Discussing Health with Your Financial Planner
Some years ago, Forbes Magazine published an article titled, “Why You Should Discuss Health With Your Financial Planner”. Much of the article dealt with …
Preparing for the Unforseen, Living Trusts
There may come a time when a loved one can no longer make financial decisions because of a mental or physical disability. I have written so many times before …
Estate Planning, Charitable Remainder Trust
When I listen to my team members talk about high school and pending deadline for their child’s choice of college, it is scary. They talk about having to …
Elders and Financial Exploitation
Recently, a client of mine lost his wife after a long illness. The husband, my client, is quite elderly and needed assistance with some of his daily …
The Effect of 529 Plans on College Financial Aid
We hear a great deal about how “529 Plans” are a popular way to save for college. Yes, a 529 plan has a place in certain portfolios, but not all. …
A Lens for Retirement
Are you about to become “Time Affluent”? In other words, are you considering or beginning your retirement? Many see retirement as a potential for better …
Best Retirement Investment: Body, Mind and Soul
Retirement offers an opportunity to shift from searching for work-life balance to embracing an overall balanced life. Regardless of what your retirement plans …
Retirement and College -You Can Do Both
As financial advisors, our firm’s focus is on the financial side of college planning. Parents usually come to see us when they have already attended …
11 Reasons to Update Your Will
Changes in state tax laws is one of the reasons to update your Will. You may be aware that the State of New Jersey is repealing the state estate tax effective …