Who have you chosen to inherit your assets? It may be wise to review your choices. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You [...]

When should you hire one? What should you look for? Is doing your own taxes getting to be more and more of a challenge? Are you thinking of hiring someone to do it for you? Are you wondering if that will be worth the cost? There are times in life when you really should turn [...]

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

Financial advisers are noticing a shift. A development few have noticed. The recession that started in 2007 quietly brought an economic shift to millions of American families – the woman of the house became the primary wage earner. In June 2010, Labor Department data showed that nearly 22% of American men aged 25-65 were unemployed. [...]

With more Americans living into fragility, POAs and other advanced directives are becoming more important. The point of the POA. A Power of Attorney is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated or mentally incompetent, the POA assigns a trusted party to make decisions on [...]