Over my 34 years in the financial services industry I have witnessed many trends driven by demographics. The latest trend involves moving out of a longtime residence to a continuing care retirement community (CCRC). It is becoming popular because a CCRC offers their...
Dying intestate (without a will) leaves your heirs with a potential mess. And yet, 64% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. The number one reason people haven’t created a will is that they haven’t...
The value that a professional financial planner (CFP® or ChFC®) can add to a person’s life is not fully understood by all. The value goes far beyond just telling a client where to invest their money. Money is attached to so many different aspects of our lives and...
We have all heard the famous saying of Benjamin Franklin, “In this world nothing can be said to be certain, except death and taxes.” Taxes are talked about frequently and a popular topic in the financial press. Funeral planning is something most of us do not want to...
