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Safe Deposit Boxes – A World of Their Own
Did you know that your Power of Attorney (POA) document does not automatically give your agent(s) access to your safe deposit box? Safe Deposit Box Access Dilemma Marina has designated…
Do You Know Where All Your Assets Are?
Have you checked your state’s unclaimed funds website recently? You never know which of your assets may have slipped through the cracks and been “escheated” to the state. What is…
How the Cost of Medicare Impacts Social Security Payments
Have you seen monthly Social Security payments go down from one year to the next? It may be because the cost of Medicare insurance coverage (i.e., premiums) has gone up.…
Representative Payees for Social Security
Did you know that the Social Security Administration (SSA) does not recognize a person’s Power of Attorney document? If a recipient of Social Security needs someone to represent them with…
How Many Bank Accounts Are Too Many?
It’s not just the number of accounts… it’s the titles. Regardless of your stage of financial life, building financial literacy creates a better understanding of your existing assets and may…
Investing in the Stock Market
For many new investors, stocks are like the Tango – highly seductive, exciting to watch, but intimidating to actually try and do without a trusted partner to teach you the…
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Typical Stages of a Financial Life
In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a young age. Developing financial literacy…
Understanding Investment and Tax Documents
Understanding the financial concepts orbiting your life will help you make better decisions about money now… and in the future. Financial literacy is key. Tax Documents Your mailbox or inbox…
