Durable Power Of Attorney

Home, American Dream, real estate, home sales, sold

How To Protect Your Assets

As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.

WBZ NewsRadio 1030–10/05/2012

Elderly Man

Estate Planning Is Essential While Still Competent

Honor Dad this Father’s Day….Get his estate in order.

WBZ NewsRadio 1030–06/15/2012

Michael Jackson's Last Will, Estate Planning

Spring Cleaning: Estate Planning

Everyone wants to go to Heaven, but nobody wants to die to get there!

WBZ NewsRadio 1030–03/22/2012

Cash, Savings

The Tough Money Conversations: Your Adult Kids And Your Money

This is an awkward subject to discuss with your kids for it involves talking about your money and their inheritance or lack of it because there is no money.

WBZ NewsRadio 1030–01/31/2012

Money Matters – More Dumb Money Moves: No Estate Plan

We talked about dumb money moves last week and many listeners let me know that there is a whole lot more than the ones we talked about.

WBZ NewsRadio 1030–09/26/2011

Money Matters – Generation X: Estate Planning

We have Generation Xers frozen in our minds as this 25 year old but they are no longer kids.

WBZ NewsRadio 1030–05/13/2011

Money Matters – Spring Cleaning: Estate Planning

It’s time to review your estate planning.

WBZ NewsRadio 1030–03/31/2011

Money Matters – Tough Money Conversations: Your Adult Kids & Your Money

Talking with your adult kids about your money, or lack of it, is not an easy conversation to have.

WBZ NewsRadio 1030–01/27/2011

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