It's awfully tempting. You see that money in your 401(k) plan account just sitting there. You think...
Archive - February 2019
This is the Year to Complete Your Estate Plan!
If You Haven’t Started Your Estate Plan, Now is The Time.
Being Forward-Thinking About Assisted Living to Avoid a Crisis
When all is well, it’s difficult to convince mom, dad, a partner or other loved one to plan for the...
Will Stepmother Take Dad’s Money When He Dies?
Now that just a third of American households are “traditional” (heterosexual, married, with...
How Seniors Can Avoid Spam Phone Calls
Whatever technique you choose to deal with telephone con artists, keep yourself and your money safe.
Just What are the Responsibilities of a Financial POA?
A ‘power of attorney’ (POA) is the document that a person signs to give another person the legal...
Should Older Millennials Buy Life Insurance?
Let's break it down on why millennials need life insurance and how companies are starting to...
How Can I Goof Up My Estate Plan?
Even a small mistake can create huge problems during the settlement process, and in many cases...
Social Security Benefits ‘Restricted Application’
If you take the wrong benefit at the wrong time, it’s always smaller and it’s forever.
Downsizing Boomers Find Help from Senior Move Management Companies
A growing number of senior management companies assist with the overwhelming task.