Although the administrators and staff of most assisted living facilities work hard to carry out their duties with integrity, some steal from the residents. If one of your family members or friends lives in a nursing home or other assisted living facility, watch for these warning signs of theft: Questionable financial management. It’s often a […]
finance tips
Creating Financial Goals as a Couple
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are three things you can do to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about. People sometimes feel guilty about debt or […]
4 Travel Deal Red Flags to Avoid
Vacation time is fast approaching, and con artists are gearing up. Beware of these four indicators that a travel “deal” is actually a rip-off:
Changing Marital Status? What You Need to Do
Have you recently married, divorced, or lost a spouse? A change in marital status should prompt a review of financial matters, but at such a time it is easy to overlook the details. Here are a few reminders and suggestions. Insurance coverage. When your marital status changes, review your insurance policies. Combining separately held health […]
Everyone Needs a Financial Plan
As some point you will be responsible for your own money. If that is not currently the case for you, here are some ideas to help get your financial plan in order. Retirement fund. Saving for retirement is crucial. Even small amounts can go towards U.S. savings bonds or mutual funds with an automatic savings […]
Financial Basics: Calculate Your Net Worth
Whatever your financial goals in life – whether they include buying a new house, taking a trip to Europe, funding your children’s college educations, having enough money fora comfortable retirement, or all of the above -you are more likely to reach your goals if you do some planning. The fact that you are reading this […]