Facebook button
Home » Archive by Category

Finance

Taking Control of Your Finances – Part I: Building Good Habits
– | Comments Off on Taking Control of Your Finances – Part I: Building Good Habits
Taking Control of Your Finances – Part I: Building Good Habits

 
 
My Dad usually writes this article, but I’d like to follow up on his last article for graduates. As a college graduate of the last five years, I want to keep the summer trend going …

Keep it Simple
– | Comments Off on Keep it Simple
Keep it Simple

Over the past five years, I have written numerous articles about the importance of having some sort of estate plan in place. During that time, there have been several “out of towners” blast through …

Prudent Man Rule Vs. Prudent Investor Rule
– | Comments Off on Prudent Man Rule Vs. Prudent Investor Rule
Prudent Man Rule Vs. Prudent Investor Rule

Fiduciaries have been around since as early as the 14th century and with the management and custody of funds by a third party, certain rules have always been in place. Trustees have often been viewed …

Write a Last Will and Testament
– | Comments Off on Write a Last Will and Testament
Write a Last Will and Testament

Writing your “last will and testament” isn’t a subject most people look forward to and the first few times you think about it, the thought immediately gets deferred. It remains shocking that so many adults …

When To Hire a Lawyer for Your Estate Planning Needs
– | Comments Off on When To Hire a Lawyer for Your Estate Planning Needs
When To Hire a Lawyer for Your Estate Planning Needs

We are beginning to have more calls from individuals regarding “fill-in-the-blank” estate planning documents “as seen on TV.” Legal fees are climbing and these ads are another effort to save money, by basically “couponing” away …

What is a Trust Company?
– | Comments Off on What is a Trust Company?
What is a Trust Company?

I recently had a unique telephone call regarding my article on Roth IRA rollovers in last month’s issue of Hot Springs Life and Home and what really stood out was the last question, “What is …