Financial Planning − Latest Articles:

A Daily Money Manager Acts as an Alter Ego

by Lauren Searson
Category: Daily Money Management , Financial Planning , Money & Legal
A Daily Money Manager Acts as an Alter Ego

Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving to the nation’s capital in 1943.  As a respected diagnostician, teacher and mentor to a number of mental health professionals, she helped several individuals throughout her career that spanned over 50 years.  Now, at the age of 90, Vera has been needing assistance herself and is glad to have found a trusted daily money manger. Over the course of her career, Vera never emphasized private practice feeling [...]

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Wells Fargo and Bank of America Get Out of Reverse Mortgage Business

The New York Times reports that two of the largest banks are getting out of the reverse mortgage business due to financial pressures. Read the article   The following response to the news from[...]

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AARPs Position on Social Security Questioned

CNBC reports that some are questioning AARPs change in position to cut Social Security to maintain the programs fiscal health. Read more AARP responded with the following statement: AARP Has Not[...]

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State of American Retirement in Question

Wall Street Journal reports there is a "troubling picture of the state of financial capability in the United States" comes from a new working paper published by the National Bureau of Economic[...]

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4 Concerns of Retirees Regarding Financial Security

US News and World Report reports that retirees and workers on the verge of retirement have many concerns about their continued financial security. They summarized 4 primary areas of[...]

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Questions to Ask About Continuing Care Retirement Community Fees

1. Are there financial deposits for which I am responsible? If so, what is the refund policy if I decide not to move to the community? 2. What types of service contracts or agreements are available[...]

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The Flaws That Can Threaten Your Financial Well-Being for Elders

You don't have to be a financial expert to achieve financial success, but you do need to avoid some key fatal flaws that can threaten your future financial well-being. According to Lois Vitt, Ph.D.[...]

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How To Manage Your Estate

An executor is the person or corporate fiduciary (trust company) that is appointed under your will to manage your estate after you die. The executor will: offer your will to the court for probate;[...]

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How To Save Money on Long-Term Care

The tips below will help you save money wisely, but don't rely on price alone. MOST IMPORTANT: Because you may not collect for decades to come, be sure to buy from a company that has been around for[...]

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