I decided to start writing this blog because people and other cats seem to be very interested in me and my complicated, exciting life. So here it is.
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What You Should Know About Managing Aging Parents’ Finances
Making financial decisions takes time, attention and energy at any age. In the case of elderly adults, it can become increasingly difficult to manage daily finances, particularly if their health is declining or they’re experiencing a cognitive issue. If you’re providing support to aging parents – or plan to in the future – here is…
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How to Bounce Back After A Financial Setback
Many Americans at one point or another will deal with an unexpected event that has financial implications. As a financial advisor, I’ve witnessed many families encounter – and more importantly overcome – financial setbacks. For most families I work with, setbacks occur because of circumstances beyond their control, such as a job layoff, a car…
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