Millions of seniors are targeted by scammers every year. Not only are seniors more likely to be targeted, but they lose more money on average than younger victims. The Senate Special Committee on Aging estimates that seniors lose $2.9 billion … Read More
What you should know about nonprofit finances The most important responsibility of a board of directors is managing the nonprofit by making good, sound business decisions, which help the nonprofit continue to stay in business and serve its charitable purpose. … Read More
Discussing retirement and finances with your aging parents isn’t always easy, but it is a necessary conversation to have. Families need to have a general understanding of their parents’ financial standing. It’s important to know if your parents will have … Read More
When one sibling is named the trustee of their parent’s trust, it can put a lot of strain on the family relationships. The trustee may feel overwhelmed with his trustee duties and become resentful that his siblings don’t have the … Read More
As we age and go through different life stages, certain complexities often present new financial challenges. You may find that you need support in managing your finances or assets as you transition jobs. Maybe your aging parents need you to … Read More