It seems that every other week or so, I hear someone talking about the challenges of caring for a family member or friend who is suffering from declining ability due to age. Declining ability could mean mental, physical, or both conditions being affected. As I recently obtained my credentials as a licensed professional fiduciary with […]
Help at the End of the Road Read More »
“The call” comes in…and news is broken that your long-loved relative has passed away. Over the next several weeks, you and your family go through the 5-stages of grief: denial, anger, bargaining or guilt, depression, and acceptance. At the end of the family gatherings, internment, celebrations of life, and even some alone time, you discover
Suffering from Sudden Wealth Issues… Read More »
The average American consumer has 5.3 accounts across all types of financial institutions. Some have more than 20, and some might only have 2-accounts. But with each successive account, how does one go about tracking them all? Do you know the exact balance of your checking, savings, mortgage, credit cards, and car loan off the
Getting your Ducks Lined Up. Read More »
With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack of inflation eroding your purchasing power, I thought it would be a good time to focus on the things we can control. Being proactive almost always has its advantages and I wanted to offer a
10 Year-end Planning Ideas Read More »
