Facing the early signs of memory loss can be unsettling, but it’s also a critical time to act. Creating a strong financial and legal foundation as soon as you can ensures your wishes are honored and your loved ones are protected. Whether for yourself or a loved one, addressing these steps early can bring clarity, peace of mind, and security for the future.
You have probably seen the articles. Some are long. Some are short. The common thread is that the writer claims there is one perfect and absolute set of questions to ask (and corresponding answers) whenever you interview a potential financial advisor. I don’t think so.
Back in second grade, it didn’t really matter much if you failed to make a decision. If one of your parents called out into the back yard to ask if you wanted a PB&J or grilled cheese sandwich for lunch and you were intent on climbing the tree and didn’t answer, you suffered no lasting harm from being served your second-choice lunch option that day. But things are different now that you’re a business owner.
In today's digital world, protecting your personal information online is more critical than ever. It's essential to be proactive in protecting your online presence and reducing risks of falling prey to scams or other risks. In our latest Lakeside Chat we explore practical tips and strategies to help you be safer in the digital world.
Wouldn’t you love to have a very accurate, high-definition crystal ball? One that gives you a clear view of what might come in the days, months, and years ahead? Of course there’s little use in wishing to see the future. All we can do is work with the facts and statistics of what we know today, to help prepare for tomorrow.
You leave your financial advisor’s office with a nagging doubt. They’re the one with the credentials, of course. But something’s not right. Should you get a second financial opinion?
Yes, say those who have done so, and don’t think twice. A fresh perspective can make all the difference for your financial health and confidence. Here are a few good reasons to schedule an appointment with a different advisor.
Choosing the right Medicare plan is an important part of retirement planning but due to its complexity, it can often leave people wondering if they are making the best choices for their health care in retirement. That's why we wanted to bring in an expert to help.
Every fall, securing financial aid for your current or prospective college student can be one of the most stressful times of the new school year. Especially with changes to the process and definitions being phased in this year, it can feel as daunting as ever. We want to help!
For many families, this is a question getting new answers today because of changing family dynamics and the growing number of aging parents or family members. Long gone are the days when it could be assumed that managing family finances defaulted to “the man of the house.” At the same time, the Sandwich Generation is coming to terms with their aging parents and family members who need caregivers to help with many aspects of their lives, including managing their finances. Managing the family's investments is increasingly shifting to the one who is most likely to schedule the medical appointments, get the kids to school, and be the caregiver for aging parents: the working Mom.
These days, it’s likely that most of your important financial information is stored digitally through a combination of online accounts, saved documents on your personal computer, and your smartphone. Chances are you keep a lot of other important information stored digitally too. If you’re a small business owner with registered domain names, a thriving e-commerce website or a money-making blog, you should recognize these as important digital assets as well. Have you thought about what will happen to these financial and sentimental digital accounts when you die?
