Coping with an Inheritance

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of...
Beware!  Scams, Fraud, Prey on Seniors Part 1

Beware! Scams, Fraud, Prey on Seniors Part 1

Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a scam.  Her story was horrifying!It started with an email from a “member” of the US military,”deployed in Afghanistan”.  It seems...
Understanding Homeowners Insurance

Understanding Homeowners Insurance

What all new and prospective homeowners need to know.If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and personal property against various potential liabilities.A homeowners...