Guides to Managing Someone Else’s Money

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At various times during my life I have had the responsibility of helping an aging relative pay their bills and handle their investments. I have been authorized to perform this financial caregiving either as a trustee or as an agent acting under a power of attorney. I can testify from personal experience that helping another […]

This New Year: Plan to Protect Your Future

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As the New Year begins, many people resolve to do some things they know they should do, but have put off. In various years past I have vowed to lose weight, get organized, save more, spend more time with my family, eat healthier foods, and get more exercise. In truth, these are pretty much continuing […]

Planning for Getting Older

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It’s 2017. Another year has disappeared into history. If you are like me, the older you get, the more quickly each year seems to pass. January is the month when people make resolutions for the New Year. If you are over age 60, and especially if you have reached age 70 (like me), consider this […]