Columns/Opinions

PSA: What comes after, ‘I Do?’

   The month of June is near, and that means a lot of weddings are planned.  If a marriage is in your future, think about it as the union of your families and your finances.  Begin with conversations not so much about money itself, but about the things that matter to you.

‘Emotional Reconnaissance’

   Reconnaissance is a term primarily used in the military signaling the intention to seek out a target’s proximity and landscape revealing hidden weaknesses and vulnerabilities during the fact-finding stage of a mission.

PSA: Be alert for caregiver financial abuse

   Do you have a parent or other elderly relative who may soon need a caregiver?    You’ll need to be diligent about finding the right person for the job - because choosing the wrong one could lead to financial problems.