Tag: investments

“If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know—or are learning—that’s a big responsibility.” AARP provides more detailed content and checklists for this piece.   Do you have the proper documents? Will Health Care Power of Attorney Medical Durable Power of […]Continue reading

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It’s important to budget and keep your numbers in check throughout the year. Too often, we can get sidelined, and before we know it, we’re no longer moving in the right direction. Use the checklist below to get back on track before the calendar flips us into 2022.   Is your holiday budget out of […]Continue reading

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Social Security is neutral with respect to gender—individuals with identical earnings histories are treated the same in terms of benefits. This information from the Social Security Administration (SSA) highlights how the Social Security program impacts women and the specific demographic characteristics of women compared with the entire population.   Women tend to earn less than […]Continue reading

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You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need?   Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading

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You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need?   Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading

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As we head into the end of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at providing better clarity and transparency when it comes to investments that your advisor […]Continue reading

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