A power of attorney (POA) is a legal document that you sign giving a named individual(s) authority to help you with any and all matters (banking, check writing, investing, taxes,…
A living will (sometimes referred to as an Advanced Medical Directive) is a legal document that allows you to pre-emptively express your wishes and provide instructions regarding medical treatment and…
A Will (sometimes referred to as Last Will and Testament) is an expression of your final wishes, and how you want your personal property and financial assets to be distributed.…
Compound interest is a key component to growing your investments. Basically, when interest is paid on the principal (or your investment account earns a positive return) that interest or return…
An individual retirement account or IRA is a type of investment account designed to help you invest money for retirement in a tax efficient manner. IRA’s have annual contribution limits…
We all experience a change in circumstances at some point; a new job, a move to a new city, getting married or divorced, etc. And with each of these changes,…
A beneficiary is a person, people, or entity designated to receive assets (money, property) from another person in the event of that second person’s death. A beneficiary can be set…
Pro·cras·ti·na·tion (prəˌkrastəˈnāSH(ə)n) – the action of delaying or postponing something. We’re all familiar with procrastination; whether it’s a particular household chore or those financial tasks we all know we should…
Summer activities start wrapping up, vacation season winds down, and school will soon be back in session. If you’re like most people, you probably put managing your finances on hiatus…
Do you ever dream of moving to a remote town (or island) for a life with less chaos and fewer distractions? There’s a lot to be said for living a…