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Are You Prepared for Financial Surprises?
A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens.
CCRC – A Growing Trend in Senior Housing
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).
9 Essential Estate Planning Documents
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...
Financial Planning is More Than Just About Investing Money
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.
Important Funeral Planning Information and Online Resources
We have all heard the famous saying of Benjamin Franklin, “In this world nothing can be said to be certain, except death and taxes.”