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WEALTH > Finances
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  • Veterans: Take Note!

    Wartime veterans and their surviving spouses, 65 years and older, may be entitled to a tax-free benefit called Aid and Attendance provided by the Department of Veteran Affairs. Veterans and survivors who…

    Finances, WEALTH
  • Crucial Conversations – How to Deal with Delicate Family Issues

    by Joseph Grenny Dear Joseph, My sister is the executor of my parents’ estate. When my dad died last May, the estate went to my mom who is living with my sister.…

    Finances
  • Planning for Incapacity – Will Your Plan Work?

    by Joyce Koria Hayes, Esquire What would you do in the case of a sudden incapacity, for instance caused by a stroke, car accident or illness? Who is available to help? Is…

    Finances
  • When Two Become One: Financial Planning for Life as a Single Woman

    For most married women in the U.S., widowhood is inevitable. Women are four times more likely than men to outlive their spouse, according to 2012 U.S. Census Bureau data. And when they…

    Finances
  • Start Planning Now to Outlive Your Savings Later

    Remember the adage “Those who fail to plan, plan to fail”? One area in which you do NOT want to fail is planning for healthcare costs as you grow older. As you…

    Finances
  • Is a Reverse Mortgage a Good Idea for Me?

    It’s usually a good idea to discuss important financial decisions with friends, family, or someone you trust. Here are some questions to consider before applying for a reverse mortgage: 1. Is there…

    Finances
  • suit couple blue shoes

    Changing Your Facebook Status to “Remarried”—in Retirement?

    Consider these financial issues before walking down the aisle again  THEY SAY LOVE IS SWEETER the second time around. What they don’t tell you is that it can also be a lot…

    Finances
  • The Best Time To Buy Anything

    Whether you’re in the market for a computer, car or a cruise, there are definitely times of the year when better deals are to be had. Particularly if you’re planning on making…

    Finances
  • Investing For Retirement

    By Mitch Tuchman – www.marketwatch.com J.P. Morgan CEO James Dimon, a man known for tough-talking swagger and massive Wall Street deals, recently told reporters anxious for news exactly what they didn’t expect to hear: Everything is…

    Finances
  • Why The Last Check You Write Before You Die Should Bounce

    By Stan Haithcock I have an outside-the-box goal proposition for all of you retirees, pre-retirees, baby boomers, and investment mavens out there. Plan for the last check you write to bounce. As…

    Finances
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