Finances
Saving for Your Future – Just do it!
Tuesday, April 24 2012
We asked Mary Ellen Garrett of Merrill Lynch what investment advice she would offer women in these real-life scenarios. See if any of these profiles offer you some answers to your own investment questions.
On Money and Happiness
Written by Corinne Garcia Tuesday, April 10 2012
Suzanne Durbin along with her partners at GV Financial Advisors have turned the traditional wealth management model on its head with an innovative program that is all about growing a client's wealth and using that wealth to add to their happiness.
How to Talk With Your Parents About Estate Planning
Written by Emily Sanders Tuesday, March 20 2012
It looks like the federal estate tax exemption amounts are about to change so estate planning is more important than ever. Having a conversation with your parents now about their estate planning can save your family heartbreak and money. Here is great advice on how to broach what can be a delicate topic.
How to Talk to Your Parents about Long-Term Care Insurance
Written by Emily Sanders Sunday, January 15 2012
Talking to our parents about purchasing long-term care insurance can be a delicate and often emotional conversation but CPA Emily Sanders explains why this conversation is crucial and offers advice on how to broach the topic.
Beyond a Will – Consider a Personal Legacy Document
Written by Caroline Calder Wednesday, January 04 2012
Writing a will is one thing, but what about passing along your core values – your intangible assets? It’s possible to do that by creating a personal legacy document.
