When the reality of the coronavirus Covid-19 initially began to sink in, people everywhere rushed out to buy toilet paper, hand sanitizer, and other items essential for staying at home indefinitely. NowRead More . . .
For years, before the coronavirus pandemic, we advised clients to have important legal and health documents in a file or folder and to tell family members the location of the file so they were availableRead More . . .
Blank or missing paperwork can send pension, IRA and 401(k) money astray You’re probably tired of my yammering about having the correct beneficiaries listed on your retirement plans. If you die suddenly,Read More . . .
This article was originally shared on Easy Living Frugal Living Tips for Seniors: Budgeting Strategies for Aging Wisely at Home 1. Get organized and simplify your financial life. How much time are youRead More . . .
Who’s going to fact check an obituary? That was the perspective of Norma R. Brewer when she penned her own obituary. You can’t blame her! The obituary claims the cause of the 83-year-oldRead More . . .
This article was shared by Katie Charleston Most of us think we have a “simple” estate. One with assets that aren’t worth that much. So the most basic estate plan possibleRead More . . .
This article is written by Katie Charleston (Katie Charleston Law, A Professional Corporation) Have trouble walking and chewing gum at the same time? Not Jennifer Lopez on the dance floor or DerekRead More . . .
This article was originally posted on Aging Care Most adult children aren’t intimately familiar with their parents’ financial situation until Mom or Dad needs help managing money or a child beginsRead More . . .