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Tag Archives: Personal Financial Planning

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Addressing Diminished Capacity: Recognizing and Protecting Against Financial Exploitation

Losing the capacity to manage your financial affairs is a frightening prospect, and watching a loved one lose capacity can be just as daunting. It seems incredible that anyone would take advantage of such circumstances, but unfortunately it is all too common.
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Shopping For A First Credit Card

Long before we are old enough to carry credit cards ourselves, advertisers make sure we know about the power of plastic: “It’s everywhere you want to be.” “It pays to Discover.” “What’s in your wallet?” While using an ad campaign to choose a card is a terrible idea, the slogans have one thing right: A credit card can be a powerful thing.
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Talking About Money: The Family Meeting

If you hate talking about your finances, you are not alone. When family relationships are added to the mix, it is hardly surprising that many people are quick to push discussions about financial topics to the bottom of their to-do lists. But a family meeting can provide family members a forum in which to start these difficult conversations.
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