Tag Archives: Power of Attorney

Dealing with dementia: 5 ways to plan ahead financially

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Dealing with finances and investments can be particularly hard for someone struggling with dementia. And that’s where loved ones often need to step in – before any major financial damage is done. MORE

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Ensuring your family beneficiaries benefit according to your wishes

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Two things we hate to talk about are money and death. As some of the biggest money stresses occur when someone dies, that’s a double whammy: families already grieving the loss of a loved one can be ripped apart by the unintended consequences of poor estate planning. MORE

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Administering an estate – call in an expert

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In the realm of personal finance, certain activities are well within the capability of intelligent do-it-yourselfers. Those with the time and inclination are welcome to try their luck picking their own stocks or ETFs and implementing the trades at a discount brokerage – although even then I think a fee-only financial planner or money coach would be a worthwhile investment as a “sober source of second thought.” MORE

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