Financial Planning

Getting around to “The Talk” with your aging loved ones is never easy: no one likes to focus on the difficult decisions surrounding incapacity, financial insecurity or even end-of-life matters. But as tough as those conversations seem, experience underscores that it’s significantly more difficult to discuss these sensitive issues when…

While you may not think of comedian John Oliver as a credible source of financial planning advice, in fact you need to do yourself a favor and watch the most recent episode of his show Last Week Tonight. In simple and stark (and yes hilarious) language, Oliver explains the pitfalls…

While no one can predict your future, the chances of your needing help as you age, either in your home, in an outpatient setting or even in an institution, are fairly high. The help you need might be casual and low key, so that your costs will be modest, but…

No one enjoys planning for the possibility that they can no longer handle their own affairs. Yet this sort of advance planning is an essential way to ensure your wishes are respected and your finances are in order. One easy to use tool is the Durable Power of Attorney form…