Recently I was asked to serve as a guest expert by a wealth management firm with offices in Vermont, upstate New York, and Florida. This group of investment advisors and CERTIFIED FINANCIAL PLANNERS™ hosts a monthly online video Lakeside Chat for community members and...
No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
The following is a guest post from a friend who is living what many of my clients’ families undergo every day. Helping our aging loved ones can be challenging. I hope the advice offered from this real story is of comfort and assistance. Not-So-Independent After All My...
When I start working with clients, I, like many daily money managers, always ask about estate documents. I want to look at the whole picture of my client’s financial health, and estate planning is a critical piece. Part of that estate planning is picking the right...
Remember when credit cards were for travel, not grocery shopping? Recall the days before debit cards? We are all using plastic more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit...
Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech...
