Near Or Entering Retirement
15 Jun 2016 Do you need a will? What to know about estate planning
Posted
Do I need a will? How do I get one? The answer financial planners usually give is that it depends. But generally speaking, you should have an up-to-date will, as well as a durable power of attorney for health care, also called a health care proxy,...
10 Mar 2016 Be On The Lookout For These 7 Everyday Scams
Posted
Each year, hundreds of thousands of older Americans are victims of abuse, particularly financial abuse. As a financial advisor, it’s part of my job to be on the lookout for...
