By Amy E. Buttell and Elaine Floyd, CFP® As super storms and natural disasters continually remind us, it’s important to have an emergency plan ready to go so when disaster strikes, your most valuable assets are protected. Financial planning typically involves anticipating future expenditures like retirement, for example, or paying college tuition bills, and then …
Disaster Planning: Steps for Guarding Your Assets Read More »
By Debra Taylor, CPA/PFS, JD, CDFA Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. We discuss below six documents that you should have in order to protect the wealth and the harmony of the family. 1. An updated estate …
By Devin Kropp, Horsesmouth Associate Editor Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Over two million elderly people are known to fall victim to elder fraud …
4 Common Elder Scams: How to Stay Safe and Fight Back Read More »
By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control. Becoming a caregiver to a family member or …
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