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Posts tagged "blog"

Three red flags of financial elder abuse

As your elderly loved ones age, they may begin to have difficulty managing their finances. When coupled with memory problems, your aging loved one may be an easy target for abuse. By knowing what signs to look for, you can help protect them from financial exploitation.

5 essentials of estate planning

Let's put this right out there: You don't have to be wealthy to need estate planning. You may still have your home and vehicles, retirement accounts, bank and investment accounts, jewelry and family heirlooms, to list a few. The estate plan determines what will happen to these assets in the event of your untimely demise. And since we all must "demise" some day, putting a plan in place is common sense.