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 …
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 …
What is a Durable Power or Attorney or a POA?
Having worked with retired and soon-to-be retired individuals for most of my career, I am very well aware that mental or physical incapacity, whether temporary …
When Do You Need a Financial Durable Power of Attorney?
The Merriam-Webster dictionary provides a simple definition of Caregiver as “a person who gives help and protection to someone (such as a child, an old …
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 …
Organizing Your Life
What’s on Your To Do List? As we’re heading into September and many of us are getting back to work after vacation, we’re reminded of the piles of …
Do You Have an Agent?
The Merriam Webster dictionary defines the word Agent as “a person who does business for another person: a person who acts on behalf of another” Most of us …
Advance Legal Planning
For Good Heart Health The decisions we make as we age help determine our health care needs, the quality of care, the financial means available for care, the …
Thoughts for Father’s Day…When Father No Longer Knows Best
A Power of Attorney is Essential Many of us have looked up to our fathers for guidance at some point in our lives, but because of diminishing cognitive ability …