Learn how to support seniors’ financial success and continued independence by reading our blog articles.
A power of attorney is a great responsibility to bestow. While there are different types of power of attorney (POA), a financial POA handles a principal’s financial affairs. Whether you are researching for yourself or someone else, it’s best to … Read More
Trusts are just one way that people plan out their finances responsibly after death. As a trustee, it’s your duty to fulfill the responsibilities you bear in this role. People who create trusts depend on you to follow through and … Read More
When it comes to trusts, it can be difficult to know who does what and what your responsibilities are. The most important role in a trust is the trustee. It is the responsibility of a trustee to disburse or distribute … Read More
Each year people are conned into sending money or providing sensitive information that puts their finances and themselves at risk. The types of scams that are surfacing this year are targeting people in devious ways, using familiar companies or harassing … Read More
As you age, tax season continues to be the one annual event that you spend the rest of your year preparing for. When it’s time to file taxes, it’s best to have what you need at your fingertips – and … Read More