In my Caring for Aging Parents Can Be Challenging post I discussed my challenges when I had to transition my elderly mother to a retirement home. Despite repeated requests that my mother spend some time with me to record critical details in one central document, we just never accomplished that task. In this post I want to impart the importance of maintaining proper personal and financial records. Continue reading “The Importance of Maintaining Proper Personal and Financial Records”
In a recent conversation with a financial advisor we discussed the importance of having current Powers of Attorney and a Will at all stages of your adult life.
I mentioned I know several people who have disclosed to me that they have no:
• Power of Attorney for Personal Care
• Power of Attorney for Property
• Wills Continue reading “Ensure You Have Current Powers of Attorney and a Will”
Have you come across a company you think might be a worthwhile investment but you don’t know how risky the company is? This is a method I use to quickly determine a company’s risk level. A quick way to ascertain a company’s riskiness
Periodically I read of a hedge fund “hitting it out of the park” and wish I could have been one of the fortunate investors. Lately, however, I have read several articles about wealthy investors and dismal hedge fund results. There are some unhappy investors out there
Becoming financially free by following a sound investment strategy has been at the forefront of my mind for as long as I can remember. Fortunately, many years ago I came to terms with my strengths and weaknesses as they relate to investing which enabled me to formulate 10 investment commandments for early financial freedom.
In this post I share my 10 Investment Commandments which helped me become financially free several years before the typical retirement age of 65+ years. My 10 Investment Commandments
Caring for aging parents can be challenging. I hope that by sharing my experience I will provide you with ideas on how to minimize these challenges. Aging Parents
If money issues are a recurring theme, follow these actionable steps to reduce stress and end the more month than money dilemma.