Financial Caregiving
How does one provide for his or her continued long term financial planning when confronted by physical or mental incapacity? One option that is often …
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 …
Love and Prenups Conquers All
Valentine’s Day is upon us: Couples are thinking of love, marriage and yes – prenups. The old stereotype of prenups used to protect rich old men’s …
How to Select a Financial Advisor
When we think of DIY (Do-It-Yourself) it is usually in the context of building, modifying, or repairing something without the help of a professional. With the …
To Your Financial Health
As human beings, we face a myriad of potential health risks over our lifetimes beginning at birth. While children, responsible parents make sure we have the …
10 Rules for Being A Successful Fiduciary
One of the most intimate positions you can have is to be trusted to handle someone else’s finances. This is called being a fiduciary. Generally, the person …
How Money Issues Destroy Relationships
The Forum for Family and Consumer Issues, reported that 30% of couples who disagree about how to handle their finances on a weekly basis are more likely to get …
How To Find Unclaimed Money
A few months ago my brother called to tell me he located unclaimed money for our Dad who died almost 10 years ago. It turned out to be a telephone deposit …
4 Reasons Women Should Take Control of Their Finances
1. Women live longer than men. A 2012 study from the Center for Disease Control and Prevention indicated that a woman born in 2012 could expect to live five …
Estate Planning for IRAs
Individual Retirement Accounts (or IRAs) are financial accounts that allow an individual to invest funds now, take a deduction, and defer payment of income tax …