_ Wills & Estates Estate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth article HollywoodΓÇÖs stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Wills & Estates The Best Estate-Planning Tips By Jane Farrell article If you don’t have a will, you are not alone. Half of Americans don’t have a will, a living will, or financial and medical powers of attorney. Yet we know a will and other estate documents would ease our family’s burdens if something happened to us.
_ Retirement 4 Tips for Your Retirement Planning as a New Year Brings New Hope By Jane Farrell article COVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ Parenting 5 Tips for Parents to Help Their Kids Get Started With Retirement Planning By Sondra Forsyth article ItΓÇÖs a whole new world for recent college graduates entering the workforce. Their priorities have changed. Now bills, rent, and … Read More→
_ Wills & Estates What the Kids Get: Planning Your Legacy By Jane Farrell article After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
_ Wills & Estates A Guardian for Your Children: Planning in Case YouΓÇÖre Not There By Sondra Forsyth article While everyone needs a will to settle money matters, thereΓÇÖs a far more compelling reason to have one if you … Read More→
_ Money Matters Retirement ItΓÇÖs Outcome, Not Income, That Should Be Stressed In Retirement Planning By Sondra Forsyth article Most Americans are pessimistic about how well off theyΓÇÖll be financially when they reach retirement. People have a lot of … Read More→
_ Be Your Own Best Advisor: Learn These 6 Fundamentals for Wealth Management By Jane Farrell article There is no shortage of information someone can find on the internet, and thatΓÇÖs part of the problem for people … Read More→
_ Aging Well Senior Scams Are on the Rise: Tips to Protect Yourself and Your Loved Ones By Jane Farrell article Have you ever received a suspicious phone call or email? If you are a senior citizen, you probably have. Your … Read More→
_ Parenting A Special Needs TeenagerΓÇÖs Transition to Adulthood: 4 Things to Consider By Sondra Forsyth article For youth with disabilities, there are many things to consider. An individualΓÇÖs transition plan must look at many elements of … Read More→
_ Money Matters How to Overcome Investor Paralysis By Sondra Forsyth article Many people feel paralyzed about investing, especially if theyΓÇÖve invested little or nothing in the market before. Investors are bombarded … Read More→
_ Have You Thought About What to Get Your Friends for GalentineΓÇÖs Day? By Sondra Forsyth blog ValentineΓÇÖs Day is almost here, but there is another celebration you might want to adopt. A new word, ΓÇ£GalentineΓÇ¥ was […]
_ Money Matters Retirement Navigating the 3 Stages of Retirement By Sondra Forsyth article People often view retirement as just one more stage of life. But thatΓÇÖs not exactly the case. Retirement isnΓÇÖt just … Read More→
_ Money Matters Make These Year-End Financial Moves NowΓÇöand DonΓÇÖt Make This Mistake By Sondra Forsyth article As 2017 lurches toward its end, investors need to plan their tax and investment moves before itΓÇÖs too late. But … Read More→
_ Money Matters Retirement Retiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By Sondra Forsyth article People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
_ Money Matters 3 Tips for Staying on The Same Financial Page With Your Spouse By Sondra Forsyth article Plenty of things can kill the romance in a relationship.But traditionally, money and all the complications that come with it … Read More→
_ Money Matters Retirement Why Retired Women Are More Prone To Financial Crisis By Sondra Forsyth article Men and women both face obstacles and challenges in planning for retirement, but women often travel a thornier path. In … Read More→
_ 10 Financial Questions to Ask Your Parents By Jane Farrell article As the years go by and mom and dad age, life can become complicated.┬á Certain things are practically impossible to … Read More→