At Will: Your Responsibilities When A Loved One Passes
March 13, 2018
It’s tough enough when a loved one passes away. But in the aftermath, your potential responsibilities, especially if you’re the executor of a will, can be confusing and challenging. Every situation is different, and the laws vary from state to state, so your first stop is probably to determine whether…
Work Around: Figuring Out The Next Steps For Women Who Retire
February 27, 2018
Leaving the workforce to retire can bring you to a real crossroads: It may be a moment to seize the day and change your life course in a new direction, or it may be a time of dread, wondering what your identity is now that your professional profile is gone….
Plan Ahead: Good Time To Review Your Estate Plans and Possessions
February 8, 2018
Given the new tax law just implemented by Washington, now may be the time, for those of you lucky enough to have substantial assets, to check in with your estate planner to see if any changes are warranted. Next Avenue has a helpful list of questions to ask as you…
Stand Guard: Protecting Loved Ones From Identity Theft And Social Security Fraud
February 1, 2018
For virtually all seniors, social security plays an important role in their financial health and well being. And for savvy computer hackers, it’s a rich target for identity theft and financial scams. A recent report in Reuters describes how the push to encourage seniors to create online social security accounts…
Share The Wealth: What To Consider When You Have A Lot To Give
December 14, 2017
For some people, drawing up a will and dividing up assets is a relatively straight-forward process. But for others, there are distinct and difficult decisions to be made, often because they have the good fortune of having substantial assets to consider. In a newly published article in The Atlantic, philosopher Martha…
How Long Will It Last? Holding On To Money In Retirement
November 2, 2017
You’ve saved and planned and now, in retirement, you have the necessary money you need to live comfortably and securely. Or do you? One never knows when the unexpected will arise or when circumstances will lead to unplanned expenditures. Fear of running out of money often eclipses fear of death…