Monthly Archives: October 2009

Is America Prepared To Retire?

Two-thirds of us have no financial plan 64% of Americans have no financial strategy at all. That's right - no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner Board of Standards, Inc. (The survey collected data from…
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Breaking Bad Money Habits

Changing your behavior may help you improve your financial picture. Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future. This last recession caused us to take a second look at where our…
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The Need For Power Of Attorney

With more Americans living into fragility, POAs and other advanced directives are becoming more important. The point of the POA. A Power of Attorney is a legal instrument that delegates an individual's legal authority to another person. If an individual is incapacitated or mentally incompetent, the POA assigns a trusted party to make decisions on…
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