With Fall officially arriving, we are reminded once again that we are closer to the end of the year than we are to the beginning. Along with that comes the holiday season, family time, and last-minute shopping. And while we may not be able to assist with the cooking, cleaning, and shopping that’s just around the corner, we want to help in the best way we know how—making sure your end of year financial checklist is complete!
It's natural to feel uncomfortable at times like these. But, you have resources available to help you navigate!
POAs and other advanced directives are becoming more important.
The point of the POA. A power of attorney (POA) is a legal document that delegates an individual’s legal authority to another person. If someone is incapacitated, the POA would allow a trusted party to make decisions on his or her behalf.
There are several types of powers of attorney:
Topics: Power of Attorney
How often do you think about retirement?
Most of us think about it a lot — at least four times a week.1
You've spent years planning for retirement. But now you're wondering if your retirement dollars will last through the ups and downs of the stock market.
Best ways to prepare for college during each year of high school.
As a parent, of course you want to give your child the best opportunity for future success, and for many, attending college is part of that opportunity. If you have a high school student, it's time to start preparing them for their college years. Ideally, you have been saving funds to pay for education, but, if not, now if the time to begin serious planning for how your family plans to cover college costs. Today, the average college graduate owes $37,731 in debt, while the average salary for a recent graduate is $49,785.1