9 Topics to Discuss with Your Elderly Loved One

9 Topics to Discuss with Your Elderly Loved One

Last month, we posted a blog about things to do when visiting your elderly loved one this holiday. (If you missed it, click on the title to read it: Start Planning Now to Visit Your Elderly Loved One) In that blog, we identified the need to review your elderly...
Start Planning Now for Your Holiday Spending

Start Planning Now for Your Holiday Spending

It may be too early to think about your holiday spending, but it never fails … as soon as Halloween ends, time goes forward very quickly. If you haven’t thought about your holiday spending yet, start estimating expenses and start saving. Some people are disciplined...
What to Do When Your Spouse Dies

What to Do When Your Spouse Dies

At some point, your spouse may die, or someone you know will become a surviving spouse. We don’t like to think about it, but it’s part of life.This life-changing event is flooded with emotions. And yet, you will be responsible for making easy and complex...
3 Ways to Manage Finances As A Couple

3 Ways to Manage Finances As A Couple

Relationships. They start blissfully. Then as years go by and responsibilities increase, it changes. Unfortunately, money becomes a hot topic. Many surveys even validate most couples argue about money. Whether or not you’re married, couples who live together struggle...
The Very First Step in Retirement Planning

The Very First Step in Retirement Planning

Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
Before You Agree to Your Divorce Settlement

Before You Agree to Your Divorce Settlement

Going through a divorce is emotional. It’s also a large financial decision. While many focus on splitting assets, an extended analysis is needed to ensure you can afford your post-divorce lifestyle. Before agreeing to your divorce settlement, assess these key areas...