Selecting a financial planner is one of the most important decisions you’ll make — and one of the most important business relationships you’ll ever have. It pays to make sure you select one you can have a good relationship with from the start.
Archive | Estate Planning
How to Make a 401(k) Pay Off
Saving for the future is easy with a 401(k), but there are some things to think about. What happens to the money if you change jobs? What are your options if an employer doesn’t offer a 401(k)? What is a 401(k), anyway?
Managing Your Money
By Vanessa on March 5, 2015 in Boomer and Senior News, Estate Planning, Finances, Retirement, Seniors
When 78-year-old David Finch owned a business selling office and bookkeeping supplies in his younger years, he found himself in financial trouble. “I did everything wrong you could imagine,” he says. One thing he did do well was keep track of his debts. “I had no idea how to run a business,” he recalls.
Protecting Yourself From Financial Fraud
Seniors are among the most vulnerable population when it comes to fraud. They’re trusting, kind and generous, which can get them in trouble if they don’t know the warning signs of common scams.
How Will You Divide Your Heirlooms?
When it comes to estate planning, families often focus on financial assets. But it’s often personal possessions — items with more sentimental value, perhaps, than monetary — that are the most difficult to talk about. This painful process of deciding who gets what after someone dies can be made easier through planning ahead.
Retirement and Estate Planning
You’re never too young — or too old, for that matter — to get your affairs in order with the help of an estate-planning attorney. It’s certainly not a fun topic, but a necessary one, as estate planning is the only way to be sure a property will be transferred to your loved ones and/or […]