Tips for Caregivers

Tips for Caregivers Post important telephone numbers in case of emergency (e.g., physician, emergency services). Safeguard your parent’s home. Complete first-aid and CPR courses. Talk to your parent about the future; understand his or her wishes. Make sure your... Read more

Death of a Family Member Checklist

Death of a Family Member Checklist Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government... Read more

Getting Help from a Financial Professional

 Getting Help from a Financial Professional  Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new... Read more

Dealing with Periods of Crisis

What is it? By definition, a crisis is a turning point, a time when you have to make crucial decisions (often suddenly) that will affect your future. Although smart planning is the key to effectively dealing with periods of crisis, you may find yourself suddenly... Read more

Inheriting an IRA or Employer-Sponsored Retirement Plan

What is it? When the account owner of a traditional individual retirement account (IRA) or employer-sponsored retirement plan dies, the remaining funds in the account pass to the named beneficiary (or beneficiaries). Unlike many other inherited assets, these IRA or... Read more

Planning a Funeral

A funeral is an event that allows the family and friends of someone who has died to both celebrate that person’s life and mourn that person’s death. Funerals are often planned by taking into account religious and social traditions. According to Western... Read more