Financial Planning

Feb 122 min read

Becoming a Power of Attorney & What You Should Know!

Kim Hegwood recently was a special guest on the Parent Projects Podcast to discuss the crucial topic of “Becoming a Power of Attorney.”...

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Mar 16, 20223 min read

Should Inflation Prompt You to Revisit Your Long-term Financial and Estate Plans?

In 2020, COVID-19 shook the world. In 2022, we are still collectively reeling from the impact of the pandemic. As of February, the...

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Dec 29, 20213 min read

Guarding Your Estate Plans Against the Impact of Inflation

It seems the word “inflation” is on everyone’s lips these days. While some experts believe our current inflation trends are the temporary...

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Nov 24, 20213 min read

Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

We want to believe that our financial institutions have our best interests at heart. After all, that’s why we entrust our savings with...

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Nov 1, 20212 min read

Planning for Future Healthcare Costs

Healthcare is one of the biggest expenses any person must shoulder, but especially those that are retired. Despite working and saving for...

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Jan 22, 20193 min read

What To Do When Your Parent is Progressively Aging

Aging is an inevitable reality of life. But while we understand that it is out of our control, it can still be difficult to watch out...

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Sep 8, 20163 min read

Saying Goodbye Without a Major Hit in the Wallet

Dying can take a large emotional and financial toll on loved ones. Kiplinger’s recent article, “7 Ways to Slash the Cost of a Funeral,”...

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