_ 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.
_ Why Wives Must Get Involved in the FamilyΓÇÖs Money By Jane Farrell article The loss of your spouse or partner, no matter the reason, can turn your world upside down. ┬á You likely … 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→
_ Retirement Has COVID Clouded Your Retirement Picture? 3 Tips to Plan Clearly By Jane Farrell article Some people planning for retirement may do most of the right things in terms of saving and investing. But they … Read More→
_ Retirement Are You So Focused on Retirement That You Are Missing Out on Your Life? By Sondra Forsyth article Mary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and … Read More→
_ Money Matters Is Your Universal Life Insurance Policy about to Crash? What to Do If It Is. By Sondra Forsyth article If youΓÇÖre stuck with a failing universal life insurance policy, what should you do? ┬áPeople who bought these policies in … Read More→
_ Money Matters Guidelines to Draft a Harmonious Prenuptial Agreement By Sondra Forsyth article Not every couple needs a prenuptial agreement, but some do. I recommend a prenup when: One or both partners already … Read More→
_ Parenting Starting a 529 College Savings Plan Is a Great Idea, Even for Parents of a Newborn By Sondra Forsyth article There are two types of 529 accounts: the college savings plan and the prepaid tuition plan. The latter allows you … Read More→
_ Four Big Retirement Threats and How to Protect Yourself By Sondra Forsyth article Four big expenses can wreak havoc with your retirement. Here are our big expenses to consider and how to best … Read More→
_ Money Matters 3 Tips for Guarding Your Money Against Inflation By Sondra Forsyth article Inflation may be creeping up on Americans, which could mean your investments and retirement savings wonΓÇÖt be worth as much … Read More→
_ Money Matters 2017 Tax Return Points the Way to Tax Savings in 2018 and Beyond By Sondra Forsyth article Your 2017 tax return provides valuable clues for planning for your 2018 taxes. But with tax reform, the exercise is … Read More→
_ Money Matters Maturing Life Insurance Policies Create Tax Bills and May Shortchange You By Sondra Forsyth article Permanent life insurance isnΓÇÖt quite permanent. Many permanent policies mature at age 100, sometimes at 95, and then pay out … Read More→
_ Money Problems and Alzheimer's By Jane Farrell article People with AlzheimerΓÇÖs disease often have problems managing their money. In fact, money problems may be one of the first … Read More→
_ Divorce Divorce Do's and Dont's By Jane Farrell article EditorΓÇÖs note:┬áThere is no prescribed path to ending a marriage. There are many paths, and they can be grueling, or … 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→
_ 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 Asset Location, A Strategy to Cut Taxes, Is Often Overlooked By Sondra Forsyth article A new tax law may call for tweaking strategy but probably not big changes Asset allocation comes first, then comes … Read More→
_ Aging Well Five Ways to Bridge the Gap of Loneliness among Seniors By Jane Farrell article Loneliness and social isolation are among the most potent factors that lead to health risks among the elderly. And being … Read More→