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Learning to say “NO”!

I remember going to the grocery store when my children were toddlers. You put them in the cart and hurry through the store to get all of the items you need as quickly as you can. And inevitably, as you are waiting on the check-out line, the candy display comes into focus for your chocolate-loving […]

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Guide Book

Beware of the Guide Books

The year was 1988 and I was expecting my first child. A mere child myself at the young age of 24, I was more than a bit nervous. As an avid reader, I did what any other first time mother-to-be would do, I purchased the popular book - What to Expect When You’re Expecting. The How-To guide was […]

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Trustee over Social Security Family member Social Security Payments

Help for Representative Payees of Government Benefits

According to the AARP Caregiving Resource Center, there are 42 million people age 50+ in the U.S. who are caring for their parents or another older person.  We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this yet, you […]

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Happy Mother’s Day!

I can remember my very first Mother’s Day.  The year was 1989 and my daughter Katie (now called Kathryn) was ten months old.  I spent the day with her on the playground and Dan had purchased me a dozen red roses. I remember thinking that I needed no presents, as surely she was the greatest […]

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Managing Money for aging parents under a revocable living trust

Help for Trustees Under a Revocable Living Trust

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked yet,  you are likely to be asked to assist in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone […]

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Helping elder family members pay their bills like their home mortgage

Help for court-appointed guardians of property and conservators

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to assist yet,  you are likely to be put in this role in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides […]

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Power of Attorney for elderly

Managing Someone Else’s Money – Power of Attorney

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this  yet,  you most likely will in the future. To help those in the “financial caregiver” role, the Federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone Else’s […]

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Why Consider Long-Term Care Insurance?

The year was 1981. And my life was definitely destined to change. I was a senior in high school and with that coveted title, I had the privilege to alter my schedule to create free time. I was preparing for the usual senior year items including college applications. The carefree days of senior year had arrived […]

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Pets may need Financial Planning too!

As most of you know, our family includes our three daughters, Kathryn, Julianne and Elizabeth.  But we also have another family member who completes the household.  Our eleven-year-old Labrador retriever named Taxi. I can not imagine our house without her and for all of us, the love from Taxi has made each of our lives […]

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Gifting to children and grandchildren using a Roth account or 529 plan for college

Best Ways to Financially Give to Children

Tis the season for giving, and who else is on your mind then your children and grandchildren (or nieces and nephews).  As a reminder, each person can gift to another person $14,000 in 2013 without tax consequences.  So a couple can gift $28,000 in total to each child.  There’s no one-size-fits-all answer: The right choice […]

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