Must Have Documents
Your Year-End Financial Checklist
I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances are in
More Than Half of Americans Make This Huge Mistake. Are You?
Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will.
How to help calm your fears right now
It’s not exactly news that I have long been recommending/suggesting/begging you to make sure you have protected yourself and your loved ones by creating the must-have documents:
The Best Expression of Love
Okay, I know you love your family. Yet so many of you are absolutely failing at what I consider a very important expression of that love: You haven’t yet created your four Must Have Documents.
Here's How to Plan For a Longer Life
One of the reasons I was eager to write The Ultimate Retirement Guide for 50+ is because today’s retirement is so very challenging.
Why a Will Is Not Enough
I get asked all the time “If I have a will, why do I need anything else?” So, I want to take this time to tell you why a will is not enough.
The Talk (and Planning) Every Parent Owes Their Adult Kids
Nearly two thirds of participants in a recent survey said they think it is the job of an adult child to provide care for an aging parent. And about half of participants said that extends to the
Financial Caregiving: How Every Parent Must Help Their Adult Children
More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.
The Selfish Mistake More than 50% of Americans Make
My friends, you are killing me with your inability to plan for your death. A new survey from caring.com reports that just four in 10 adults has either a will or a revocable living trust. Even more disturbing to me was the news that barely one-third of adults with minor children has either of these essential documents.
Are You Making This Dangerous Retirement Planning Mistake?
I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10 Americans say they plan to keep working past the age of 65.
Why Everyone Needs a Living Revocable Trust
Everyone needs a living revocable trust, says Suze Orman on this week's episode of "The Suze Orman Show." In response to several emails and tweets asking why a trust is so mandatory, Orman spells it out. "A living revocable trust serves as far more than just where assets are to go upon your death and it does that in an efficient way," she said. Unlike a will, a living trust also covers you while you are still alive, Orman noted.
