_ Wills & EstatesLeave The Legacy You Want with This End-of-Life Checklist By Jane Farrell articleA lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
_ Money MattersWaiting for Higher Rates Is a Bad Bet By Sondra Forsyth articleMany people who want to invest in fixed-income or principal-protected products like fixed annuities and CDs hesitate because they’re leery … Read More→
_ Money Matters RetirementCreating Your Own Pension By Sondra Forsyth articleFew people have enough income from Social Security and company pensions (which are less common now) to support their retirement … Read More→
_ Money Matters RetirementRetiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By Sondra Forsyth articlePeople thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
_ Funeral Planning10 Ways to Prepare for the Passing of a Loved One By Sondra Forsyth articleNobody wants to think about the passing of a loved one, but being prepared can make a difficult time a … Read More→
_ RetirementThe Case Against Retirement That Has Nothing to Do with Finances By Sondra Forsyth articlePeer Pressure in your 50’s?! Really? My friends and I were sitting around a table at a restaurant in Scottsdale. … Read More→
_ Money MattersHow to Turn Kids into Young Adults with Healthy Savings Habits By Jane Farrell articleAs Jodi walked to class that day the freshman noticed a large circle of booths spread out across the main … Read More→
_ RetirementA Life Insurance Policy Could Be Your Retirement Salvation By Jane Farrell articleAmericans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→
_ Money MattersWomen Pay 40 Percent More Than Men For Hair-Loss Remedy By Jane Farrell articleAccording to new research, when it comes to buying Rogaine foams, the gender gap is particularly obvious: Women pay an … Read More→
_ Money Matters4 Money Issues Couples Should Agree On By Jane Farrell articleSpouses often harbor different opinions on a variety of subjects. From the style of clothes and haircuts they like on … Read More→
_ Money MattersHow to Leave A Lasting Legacy By Jane Farrell articleWhile most of us aren’t world-class Olympic athletes, Oscar-winning movie stars or generals who command great battles, we still have … Read More→
_ Money Matters RetirementAre Women Prepared for Life Alone as They Age? By Sondra Forsyth articleThe trends are clear – as women age the odds are they will be living alone, largely because of either … Read More→
_ Money Matters6 Ways to Fight The Financial Stress in Your Life By Jane Farrell articleTrading in your morning coffee run to Starbucks for the pot of coffee in the office is never fun, but … Read More→
_ Money Matters RetirementWith Taxes “On Sale” It Could Be Time to Convert to a Roth IRA By Sondra Forsyth articleRetirement can open up a whole new way of life for Americans ready to bring their working years to an … Read More→
_ Money MattersWhat’s Stopping You from Having Financial Freedom? By Sondra Forsyth articleMoney – it’s a topic we all have in common. Lack of money, excess of money, hard-earned money, easy money – it’s … Read More→
_ Money MattersLive the Life You Want Now and In the Future By Sondra Forsyth articleI noticed early in my career that my clients, and people in general, had not received a good financial education … Read More→
_ Money Matters Retirement4 Ways Marriage, Divorce And Do-Overs Can Increase Your Social Security Check By Sondra Forsyth articleIn a world of IRAs, bonds, annuities and investment property, one retirement benefit often gets overlooked, or not discussed at … Read More→
_ Funeral Planning Money MattersGood “Mourning”: The "Must-Do's" of Funeral Planning That You Need to Know NOW By Sondra Forsyth articleFuneral planning. Hardly a pleasant subject to discuss or even ponder. There is no question about it. Little is more … Read More→