Tag Archives | planning

P is for Planning a Family Reunion on a Budget

P is for Planning a Family Reunion on a Budget

We would all love to have a family reunion in some exotic location at a luxury resort, but most of us can’t afford this extravagance. Years ago, when families stayed near one another, it was easy to have simple reunions at home where everyone would bring a dish and stories to share. Today, however, many […]

Read full story Comments are closed
Observing Financial Elder Abuse and How You Can Help

O is Observing Financial Elder Abuse and How You Can Help

  Sadly, people continue to abuse the elderly financially. Whether they become victims of scams or are preyed on by family members looking for money. Being that many seniors prefer to remain in control of their finances throughout life makes it more challenging to help protect them in these situations. Financial Abuse is any behavior […]

Read full story Comments are closed
Learning to Avoid Procrastination

L is for Learning to Avoid Procrastination

  We all make little justifications for not sitting down at the computer or getting on the phone to take a stand against wasteful spending from excess charges and fees. No one wants to spend their precious free time on the phone trying to sort through endless unexplained charges on phone bills, credit card bills […]

Read full story Comments are closed
design-desk-display-313690

Do You Have A Financial Bully in Your Life?

How do you determine who is your financial bully, accurately? Most bullies utilize intimidation, power, guilt or control to get another person to do what they want regardless of the other person’s feelings. Can you stop the financial bully in your life? You can, but first, you need to identify precisely who this bully is […]

Read full story Comments are closed
stockfresh_1640459_woman-carrying-moving-boxes_sizeS-min

G is for Getting You & Your Young Adult to Understand the Importance of a Power of Attorney

  As our children go off to college or move away from home to begin their new career, there is a list of preparations to complete before they start their journey. We want to make sure they’re off to a great start, but many fail to discuss the importance of having a durable power of […]

Read full story Comments are closed
Having-a-Board-of-Directors-min

WHAT IS STOPPING YOU FROM HAVING A BOARD FOR YOUR BUSINESS?

It does not matter what size your company is—the issues are always the same. Some critical questions to consider are: Do you have a growth strategy and how is it measured?  Do you know if your revenue, expenses, and margins are growing, stable or declining?  How leveraged is your balance sheet? Are you evaluating management […]

Read full story Comments are closed
she ownsit2

PLANNING FOR THE ”WHAT IFS” AFFECTING YOUR FINANCIAL LIFE BY @AZANSWERS

PLANNING FOR THE  ”WHAT IFS” AFFECTING YOUR FINANCIAL LIFE BY @AZANSWERS Incapacity Planning Incapacity of the mind can be a temporary condition or a long-term decline as one’s mental abilities begin to slowly “diminish.”  The older I am, the more I see situations that differed from expectations.  With more experience, I recognize the value of […]

Read full story Comments are closed
Sunset over coastal beach house with wooden boardwalk at  Bald Head Island, North Carolina.

V is for Various Consideration before You Buy a Vacation Home

  When considering buying a vacation home, the first question you should ask yourself is, am I ready to be married to this location? After all, you will be deciding on a regular vacation destination, and if your finances are limited, it may become your “only” vacation destination. However, being prepared and taking the appropriate […]

Read full story Comments are closed
Thumbnail Video 2 - Risks of a Prenuptial and Advantages of a Trust

Risks of a Prenuptial and Advantages of a Trust

Is a Trust is Right for You? Click Here Not Your Grandmother’s Trust: Women with Assets #2 In a second marriage, a prenuptial agreement would not protect you from having to pay for your spouse’s medical expenses. An example of providing skilled care 24 hours can easily cost $9000 a month and use up your […]

Read full story Comments are closed
Cheerful business partners in office working with documents

U is for Unmarried Couples Need Financial & Legal Documents too!

Many adults choose to partner together without a marriage certificate; entirely a personal choice with no judgment, however, the proper legal documents can help protect your partnership in the event of disentanglement or death. Unmarried couples, regardless of the length of the relationship are classified as unrelated individuals in the eyes of the law. Should […]

Read full story Comments are closed