by Loucile Powers | Jun 5, 2020 | Asset Management, Family Plans
With the risks still posed by COVID-19, we all need to face the possibility that we could get sick, even if we take great care of ourselves through good nutrition, sleep, and exercise. And even if you don’t need to be hospitalized, if you do experience symptoms and...
by Loucile Powers | May 8, 2020 | Asset Management, Family Plans
Today, we want to focus on one of the major risks of not being “in the know” when it comes to your parents’ estate planning matters: the undue influence of bad actors. It’s an unfortunate fact that predators emerge during times of upheaval to take advantage of people....
by Loucile Powers | Apr 30, 2020 | Asset Management
If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no longer afford to allow...
by Loucile Powers | Apr 24, 2020 | Asset Management, Family Plans
With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big...
by Loucile Powers | Apr 10, 2020 | Asset Management
It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if...
by Loucile Powers | Feb 21, 2020 | Asset Management
In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your...