Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More
Aging seniors: Make decisions before someone makes them for you During retirement or before, you probably did all the financial planning along with the legal paperwork. Have you also thought about personal choices as you age and the options ahead? … Read More
As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid bills, steep fees, overdraft charges, and mounting debt. With your own family and career to … Read More
Many aging adults fear the possibility of outliving their retirement. With a longer life expectancy, an increasing cost of living, and rising health care costs, running out of money is a legitimate concern. While some retirees may enjoy simple part-time … Read More
If you’ve stepped in to help your elderly parents manage their finances, you may be surprised to discover that they have more debt than you realized. Understandably, it can be worrisome when an aging parent has a considerable amount of … Read More