By Elaine Floyd, CFP ® Divorce is never easy, but collecting information and thinking through some of the issues before you even meet with an attorney can help you move through this life transition as smoothly as possible. Here’s a checklist outlining the information you’ll need to gather and why. Divorce can be devastating—both emotionally and …
By Elaine Floyd, CFP ® Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. It can be dangerous to generalize about the baby boom generation, but there are seven key events that nearly everyone will …
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 »
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