What Is a Revocable Living Trust? by Gary Foreman Should a revocable living trust be part of your estate planning? We explore revocable living trusts with a CFP to get advice on everything from who should consider one to how to fund one. Having a proper estate plan is...
Women Are Flunking Retirement Planning by Susan Williams, BoomingEncore.com Women are flunking retirement planning. But men aren’t doing much better. There was a quiz conducted by The American College of Financial Services that tested both men and women’s...
Loaning Money to Adult Children by Andrea Norris-McKnight Loaning money to your adult children can be a tricky issue. You want to help, but a loan from you might not be in their best interest or yours. An expert offers advice on when and when not to loan to an adult...
Do Seniors Need Financial Planning? by Gary Foreman You might be retired, but you’ll still be making plenty of financial decisions. In fact, you may need more help with your financial planning as a senior than you did before retirement. You’re officially a...
Putting Cash in the Mail Courtesy of the FTC Scammers are going low-tech and asking people to send cash in the mail to help a supposed loved one who is in trouble. Take these steps to protect your hard-earned cash. We’ve been warning you about scammers asking you to...
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