Nov 25, 2020
As the year comes to a close many of us are longing to spend time with friends and family and planning how to safely navigate the holidays. No one really wants to think about taxes. And yet the pandemic invades every aspect of our lives and taxes are no exception. Two...
Oct 22, 2020
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...
Sep 24, 2020
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...
Aug 27, 2020
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...
Jul 23, 2020
A Dream Team assembled In 1992, Olympic Team USA assembled a men’s basketball team that dominated the Olympics in their sport. Part of the reason was that each player brought a unique expertise and skill to the team. Michael Jordon played the guard position and was an...
Jun 26, 2020
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...
