Category: Personal Finance

Financial Security on Red Button on Black Computer Keyboard.

Protecting Your Assets as You Grow Wiser

Have you heard the news? More of us are getting older. I know, we ladies do not like to discuss our age, but the fact remains that we are living longer. Women reaching age 65 in 2010 are expected to live, on average, an additional 19.2 years compared to 16.6 years for men.

Planning of the working day

Investing in Your Future

According to Webster Dictionary, invest means to commit money in order to earn a financial return. Investing is for long-term goals. There are a number of ways for you to invest. Some people purchase collectibles, such as art, jewelry, wine and antique cars, hoping they will increase in value over time.


Transferring Wealth to Your Kids

A Qualified Personal Residence Trust (QPRT) is a gifting strategy that allows you to give away your personal residence or second home to your children or a charity, while continuing to have the right to live in the home.

Mom and her young daughter holding hands

Estate Planning 101

Who is going to serve as guardian of your minor children if you die before they reach the age of majority? If the answer is “I don’t know” you need an estate plan.