Recent Money Matters Blog Posts:
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.
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.
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.
Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.
It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.
Developing a plan for paying bills means examining and prioritizing all expenses and separating wants from needs.
Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims.
You may wonder what a “Financial Hoarder” is. To hoard is to amass something of personal value, to hide or store away; it has multiple causes and varies in severity, but how do you know if you, or someone you know, is a Financial Hoarder?
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances.
Talking to parents about their money is difficult for most people. It is essential to intervene, however, when elder parents are losing the ability to manage their finances.