Guides for “Managing Someone Else’s Money”
The “Managing Someone Else’s Money” guides can help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities
The “Managing Someone Else’s Money” guides can help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities
Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit, or Saver’s Tax Credit. The 18th
What Is a Reverse Mortgage? A reverse mortgage is a way for homeowners to borrow against the equity or value of their homes. Called a
Looking for a Financial Advisor? Do your homework first. The key to choosing a planner is knowing what services they provide and what services you
“Neither my spouse nor I know anything about investing. Who do you go to for advice?” Many people learn about financial planning by reading. They
Preparing for Emergencies Insurance Check your current homeowner’s or renter’s insurance to see what your policy covers. Most homeowner’s insurance does not cover any damages
Keep these financial documents in a box or file cabinet at home: The last 7 years of your tax returns (state and federal) With each
The Earned Income Tax Credit (EITC) is one of the most beneficial tax policies for low-income families. It is a refundable federal income tax credit
The increasing frequency of reverse mortgages has unfortunately meant that mortgage scams are also on the rise. Preying on fears of financial insecurity, scammers convince
Granting power of attorney (POA) to someone is a significant step. Having power of attorney over someone means having the right to make legal decisions
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