End-of-Life Planning Guidelines
May 21, 2013 By Kathryn Flanigan
Humans differ from every other creature on earth because we know that one day our life and everyone else’s will eventually end. So you would think that most rational human beings would make a plan for the last stage of life, but unfortunately, … [Read More]
5 Key Benefits of a Trust
May 17, 2013 By Kathryn Flanigan
Trusts are for rich people, right? Wrong. There are five key benefits of creating a trust, and they can apply to anyone who has the need to: Protect assets. The list of people who have mismanaged assets, including spendthrift heirs, could … [Read More]

Study Finds Boomer Widows Financially At Risk
May 15, 2013 By Kathryn Flanigan
On average, women live five years longer than men, and it is currently estimated that 70 percent of baby boomer women will outlive their husbands. According to a recent ING Direct USA survey, almost 80 percent of boomer women say they lack the … [Read More]
How Estate Planning Helps Caregivers
May 13, 2013 By Kathryn Flanigan
If you are or will be caring for an elderly relative, it is critical for you to ensure that person has the proper estate planning documents in place that will enable you to provide the best possible care. Those documents include: Durable Power … [Read More]
Top 10 Estate Planning Myths That Could Hurt Your Family, Part 2 of 2
May 9, 2013 By Kathryn Flanigan
A recent Forbes.com article exposed the top 10 estate planning myths that could be detrimental to your family; here are the second 5: You don’t need a lawyer to create an estate plan. A Consumer Reports investigation recently found that online … [Read More]
Top 10 Estate Planning Myths That Could Hurt Your Family, Part 1 of 2
May 7, 2013 By Kathryn Flanigan
A recent Forbes.com article exposed the top 10 estate planning myths that could be detrimental to your family; here are the first 5: Estate planning is only for the rich. On the contrary, estate planning is not just about money. It’s about … [Read More]
How Much Do You Need to Save for Retirement?
May 3, 2013 By Kathryn Flanigan
One question that plagues millions of Americans is, how much do you need to save for retirement? When many people are just making ends meet, the thought of having to pile up a million dollars or more for retirement seems like a pipe … [Read More]
View More Recent Posts
- How Boomers Should Prepare for Retirement
- What You Can Do Right Now to Leave Your Family in Better Financial Shape
- More Boomers Getting Cash-Strapped Parents Instead of an Inheritance
- Estate Planning for Female Entrepreneurs: 3 Steps to Take Now
- How You Can Enhance Your 401(k) by Paying Attention to Age Milestones



