Helping Your Parents Manage Financial Tasks

How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it

The Importance of TOD & JTWROS Designations

A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship –

Saving Your Elderly Parents from Financial Fraud

Talk about precautions with the seniors in your family.   Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want to renew or upgrade

Protecting Yourself While Shopping Online

What steps should you take? Whether you shop online routinely or infrequently, the risk of identity theft rises as you offer more and more information about yourself online. Avoid using a debit card, and use