Tax return and hand cuffs on top

Fraudulent Tax Returns—How to Protect Yourself and Your Parents

March 13, 2015

There’s a disturbing trend that’s endangering the financial security of you and your parents. Identity thieves are stealing other people’s personal information and using it to file fraudulent tax returns. These thieves file fraudulent returns without being caught, hoping that IRS processing weaknesses will prevent them from being identified before they receive a refund. These… Read More

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Tough Topic: Planning for Your Own Funeral

March 9, 2015

Everyone has experienced the loss of a loved one at some point in their lives. It’s a sad and emotional time when families come together to decide how to honor and remember the dearly departed. The last thing on most people’s minds during such a time is money. But the cost of a funeral, if desired,… Read More

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Considering a Reverse Mortgage? The Basics

February 6, 2015

Most homeowners have gone through the experience of getting a mortgage. Folks buying a home who are unable to pay the entire cost for the real property out of pocket, apply for a loan–referred to as a mortgage. In a traditional mortgage situation, the homeowner borrows a sum of money from a lender, frequently a bank,… Read More

New Years Clock

Did you make financial New Year’s resolutions?

January 17, 2015

It’s not too late! Take steps to make plans for your financial future. Whether it’s drawing up a full-fledged estate plan, or sitting down with family members to discuss the basics, there’s no time like the present to start taking proactive steps toward efficient financial planning in 2015. Here are three tips and that might… Read More

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Power of Attorney—Friend or Foe?

January 7, 2015

What is a Power of Attorney? Simply put, a Power of Attorney (commonly referred to as a POA) is a legal document in which an individual, called the Principal, authorizes a third party, called an Attorney-in-Fact or Agent, to make certain legal decisions (i.e. financial, real estate, estate planning and in some states health care) on… Read More

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EverSafe’s Ten Tips for Safer Shopping During the Holiday Season

December 15, 2014

Make safe and conscious shopping decisions during this year’s holiday shopping season. It’s easy to get caught up in the adrenalin-fueled shopping rush that comes from the sparkle, spirit, and sales this time of year, but a keen eye to safety can mean the difference between a merry or scary gift giving season. Here are… Read More