It's important for most people to have a solid estate plan. For widows, paying attention to the details becomes more critical than ever. Without your spouse to fall back on,…
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. This month let's smack down 3 myths about having a will…
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. First up is the topic nobody likes to discuss - life…
Whenever catastrophes happen, they provide us with a strong reminder. In a matter of minutes, our communities and livelihoods can change forever. The aftermath of a disaster can leave many…
Last September, Equifax announced that the had been compromised. The company, one of the three main credit reporting bureaus, disclosed that consumer information including names, Social Security numbers, birth dates,…
Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing your affairs has become even more…
Don't always have access to a shredder? Want to get through your mail faster? This is a short and sweet post. Here's a (non-sponsored) plug for a tool I bought…
Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties –…
Women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute…
The pictures are heartbreaking as entire neighborhoods were burned beyond recognition in the city of Santa Rosa, California and surrounding towns. More than two dozen fast-moving and huge wildfires swept…
Take these steps to prevent criminal use of your identity! You have probably heard and read a lot about the recent security breach at Equifax, one of the three major…
Reasons You Should Consider Moving On Starting to doubt your financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs…
Can single parents get ahead financially? Raising children without a partner can be challenging—emotionally, physically, and financially. Challenged by the work involved in earning a living and caring for children,…
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health…
Many financial advisers and pundits tell investors to take on as much investment risk as they can take. Is that always the best idea for you? Mary sits down with…
Your gut tells you there is more to a financial adviser's dinner seminar than just conversation and food - what do they want from you? _____ What an offer…
Everyone who has ever traveled by airplane has heard the pre-flight safety instructions. Those instructions tell us, among other things, that adults should secure their oxygen masks before helping a…
How can we reduce the number of people who fall victim to financial fraud, and how can you avoid becoming a victim? _____ Few things make my blood boil…