Money

Help Mom Get Her Finances On Track

Mother’s Day provides the perfect opportunity to celebrate your love and appreciation for the moms in your life. So buys flowers and make dinner reservations, or whatever your custom is. But before too many days pass, schedule a “reality check” conversation about personal finances to make sure your mother is covering all her financial bases.

The Five Most Important Estate Planning Documents

It may be the subject matter – death, incapacity and taxes – that causes us to avoid estate planning. However, the fact is that, no matter what your age or how much wealth you’ve accumulated, you need an estate plan to protect yourself, your loved ones and your assets – both now while you’re still active as well as after your death.