by Kay Dee Cole | Sep 1, 2016 | Organizing Your Finances, Protecting Your Assets & Credit, risk
Did you know that identity theft occurs every 22 seconds? Identity thieves use a variety of ways to steal information – ask anyone that has been a victim and they will tell you it takes time, money and LOTS of patience to resolve. Not only can thieves wreak havoc with...
by Kay Dee Cole | Aug 16, 2016 | News
If you find it difficult to talk to your parents about money and the day-to-day management of their finances, you aren’t alone. Imagine how difficult that same conversation will be while in the midst of a spiraling medical crisis? Besides dealing with their...
by Kay Dee Cole | Jun 30, 2016 | Estate Planning
Legal documents like wills, trusts, powers of attorney, prenuptial or divorce settlements are complicated. Often, both money and family relationships are at stake. At the same time, preparing financial planning and legal documents can be costly. You have to hire...
by Kay Dee Cole | Jun 21, 2016 | News
Did you know that 60% of adult Americans don’t have a will? Dying without a will can lead to costly and complicated repercussions that may take years to sort out. Then, at the end of the process, the state will ultimately decide how your assets are divided amongst...
by Kay Dee Cole | Jun 6, 2016 | News
How time flies! Much of the baby boom generation is now required to start taking Required Minimum Distributions (RMDs) from their retirement accounts. Read on to learn some crucial “basics” about RMDs and how the rules governing them may affect you. The generation...
