Blog Posts

By: Jessica Maldonado

The World Health Organization notes that an estimated 47.5 million people currently live with dementia, a syndrome that affects memory, thinking, behavior and ability to perform everyday activities.* It can severely impact the ability to make financial decisions, and finding ways to help those with dementia manage their finances is critical to their health and well-being. These 5 tips can help families protect and preserve assets:

Read more: ...

One area that is particularly critical to get right in your financial planning process is estate preparation and the protection of your loved ones from the unexpected. Proper estate preparation is an act of love and responsibility to those you care about.

Read more: ...

If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with relatives when they became unable to live alone. However, today’s family dynamics have changed and many Americans are reluctant to burden their families with caregiving duties.

Read more: ...

Financial Lessons from the Mall: Teaching Your Teens About Credit

By Jessica Maldonado

I was in Kohl’s the other day with two of my sons with the intent to only purchase a few articles of clothing for my daughter, but they happened to be having some great sales so we ended up purchasing quite a few clothing items for each of my children.

Read more: ...
Page 3 of 4
video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY