Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? You are not alone. With an aging population in which many people don’t have...
If you have a family member who will be in college for the 2021-22 school year, October 1 st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...
How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...
Since COVID started, we have all had to make changes to our daily routines. Tasks that we used to do without a second thought now take extra planning and preparation … When is the best time to go to the grocery store? Do I have my mask? Do I have my hand sanitizer? Do...
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job. Unless the caregiver duties are shared with another reliable individual, this can be more than a 24/7 responsibility. Caregivers of aging parents, children...
One television commercial that has been around awhile has an actor ask the question “What’s in your wallet?” referring to a specific credit card. For this month’s Financial Tip, the question is “What’s in your credit report?” August is usually a time when people enjoy...
