A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...

We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...

The benefits of building a personal financial team of two or more professionals: A recap of the monthly online video Lakeside Chat about how daily money managers can help older adults, high-net-worth families, and other professionals.

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 marriages. The most compelling reason for an annual beneficiary review is to ensure your accounts distribute as you wish.

Helping our aging loved ones can be challenging. Aging can affect judgment and memory. Now may be the perfect time to make sure you have estate planning and medical paperwork in order.

An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.

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 cards breached in 2014.

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 tools.

Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.

With a little bit of planning and deliberate decision making you CAN change from overspending to saving. Learning how to not overspend is difficult, but it can be done