If you’ve listened to Rajiv Nagaich even a handful of times, or read articles here on the Blog, you’re guaranteed to have heard the term “financial dashboard.” Rajiv and his colleague, certified financial planner Saket Sengar, often speak of this planning tool as an...
This week on the Blog, our focus centers on financial planning and the red flags consumers must navigate when enlisting professional financial help. Experts emphasize that the ultimate goal is securing financial advice from an advisor that is both genuinely...
What happens when you die without a will? The short answer: generally speaking, nothing good. Those who die without a will – referred to by attorneys as “dying intestate” – often doom their survivors to costly and confusing probate procedures and even expensive legal...
Over the years here at the Blog, we’ve analyzed hundreds of articles describing how retirees can protect their estates for the benefit of their heirs. Mastering your estate plan is a foundational pillar of LifePlanning, the holistic planning approach pioneered by...
Here at AgingOptions and Life Point Law, our staff has helped prepare thousands of estate planning documents. One of the most essential of these is what’s called a financial power of attorney, or FPOA. It’s a document that stipulates who will act as your agent in...
If you are part of an unmarried couple—two people sharing a home and a life without a marriage certificate—you are part of a significant national trend. Recent data shows the marriage rate in the United States continues to decline while the number of cohabiting...
