Consider Updating These Vital Estate Documents
Consider Updating These Vital Estate Documents By Eve Kaplan, CFP® Practitioner As Boomers get older, they’re learning (sometimes too late) that having the right kind of estate documents for our aging...
View ArticleAvoid Adding Your Child’s Name to Your Bank Account!
by Eve Kaplan, CFP(R) Clients sometimes ask me if they can add their adult child’s name to their bank account(s) so the child can tap funds as needed or write checks on behalf of the client. While...
View ArticleDivorce Due to Medical Bills!? Sometimes It Makes Sense
By Eve Kaplan, Certified Financial Planner® Practitioner Divorce amongst older couples is on the rise in this country due to spiraling medical/long-term care costs. Soaring medical/nursing care...
View ArticleWhat To Do When Family Members Need Financial Help
By Eve Kaplan, Certified Financial Planner ™ Welcome to the Sandwich Generation! You’re a member if you’re “sandwiched” between helping adult children and aging parents. Americans see themselves are...
View ArticleWhat To Do About Aging Parents: A 15 Pt Check-List
By Eve Kaplan, CFP® Professional A hundred years ago people in the US were extremely old if they lived past 65. What a difference living in 2016 makes! Reaching age 65 now represents just the 2/3...
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