How do I talk to my parents about their Wills & Powers of Attorney?*      …. My family never talks about money or personal stuff. There are so many misconceptions about Wills & Powers of Attorney (POA’s) that make it a touchy subject, on top of...

As a Financial Planner, the biggest obstacle I see people struggle with are their emotions around money.  I’ve seen the spectrum from abject fear, confusion, denial to massive anxiety and overwhelming stress. I call it “The Financial Fetal Position”....

This can be a very confusing time, as you may also be dealing with the death of a loved one.  Plus, you want to ensure that their hard earned money is put to the best use possible for you in your life. Here are some things to consider: Even if you are...