INVESTMENTS
Protect Mom From Scammers
According to AARP, folks over age 65 make up only an eighth of the U.S. population but are a third of all scam victims.
Is Mom Adequately Insured?
First step in helping mom figure out if she is adequately insured is finding the policies.
Is Mom Broke?
According to the National Council on Aging, more than 13 million older adults are considered economically insecure, living on less than $22,000 a year.
Keeping Mom’s Important Papers Organized
A gift you can give mom this Mother’s Day is to help her sort through all of the stuff she has been saving for years and help get it organized.
About Mom This Mother’s Day
Seniors want to live active lives but there is a huge difference between a 65 and 85-year-old.
Estate Planning Is Key To Financial Planning
Estate Planning does not have to be fancy, expensive or complicated.
Starter Marriages
These are marriages that last less than five years and the couple ends up splitting very few assets, because there are very few assets to split.
The Bank Of Mom And Dad
Should you loan your kids money?
The Boomerang Kids
These are kids that were launched from home and are now asking to live in the basement playroom.
Who is Generation X?
Gen-Xers are the Boomers’ babies!
Your Comments
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