The Gift of Good Financial Advice

November 12, 2013

By Beth Jones, RLP®, AIF®, CFT

Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life — to earn their own salaries and pay their own bills. This could perhaps be their biggest life transition to date whether they have been fairly independent during their school years or relying on Mom & Dad. Either way, managing their money as an adult can be difficult.

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Estate Planning — Avoid Conflicts that Can Arise with Your Illness or Death

September 21, 2013

By Beth Jones, RLP®, AIF®, CFT

Many people fail to have proper and updated estate planning documents, so a serious illness or death of a family member can create major ramifications at a difficult time. Some think that only wealthy people need estate planning documents not true. Below is a summary of the documents that can help to ensure that your desires are clear and legal, hence minimizing conflicts and confusion.

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