We all need to be vigilant against fraud and scams. The banks offer protection, but conditions are not the same for credit cards and debit cards. So is it better for someone who is easily influenced by scammers to have a credit card or a debit card? To answer this, let's define fraud and scam, and …
Blog
Taking care of a loved one with dementia
How do you take care of a loved one with dementia? An online acquaintance of mine, Kelly Joliff, recently lost her mom after a long period as her mom’s caregiver. Taking care of a loved one with dementia can be a very demanding avocation. Kelly shares some of the strategies she used to make the …
Glossary of terms
We hope this glossary is helpful for you. We can help you prepare for your meeting with your attorney, CPA, or other professional advisor, and help you implement their recommendations. If you have any questions, give us a call or send us a message through the contact form. Financial Durable …