The Importance of Maintaining Proper Personal and Financial Records

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”

Ensure You Have Current Powers of Attorney and a Will

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”

10 Investment Commandments for Early Financial Freedom

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