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Who Should Make Financial Decisions for You?

Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, or “attorney-in-fact,” has the legal authority to represent…

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6 Things You Should Consider Before Retirement

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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How to Talk to Your Aging Parents About Estate Planning

It is essential that as your parents age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its’ effect on economic conditions, and how it relates to…

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