When A Relative Dies…A checklist: What To Do

When a loved one dies, the details that need to be taken care of by survivors may be particularly overwhelming during such an emotional time. This checklist is intended to help survivors handle the situations that need tending to, both at the time of death and afterward, as efficiently as possible.
Immediately…
There are tasks [...]

When Divorce Happens

Divorce can impact your life immensely. No one can ever be fully prepared to deal with the feelings of grief, anger, and sadness that follow — and few are prepared to face life alone once again. If you have children, the situation gets even more complicated and you must consider their prospect of being brought [...]

This is my first blog entry.  Some of you will have to be patient with me.  I’ll pick up on the technology pretty quick.  My intention with this blog is to open up discussions about saving and investing.  I am a licensed, practicing, financial advisor.  By holding a license, I am forbidden to give advice [...]