October 2020

By Mary B. Young, D.B.A.  Flip through any issue of AARP Magazine and you’ll see a recommended to-do list for older adults: Choose a healthcare proxy, get an estate plan and a durable power of attorney, document your end-of-life wishes, write down your emergency contacts.  In addition, it’s good to have...

By Allen Davis, CFP More than two-thirds of singles do not have a financial advisor, according to a recent survey. In fact, they are more than twice as likely as marrieds to say they hadn’t spoken to anyone at all about retirement.[1] Yet it’s particularly important to get started on financial planning...