Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next decade or so. It does. But...
You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments. However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings, credit, insurance, and...
Many women are perfectly content to leave investment management and family finances to their husbands. The issue: This can leave you extremely vulnerable if your husband becomes incapacitated or passes away. That’s why you may want to ask your husband some key...
If your husband handles your family’s finances, an unexpected illness, injury, or death could leave you and the people who depend on you vulnerable and at a loss as to what to do next. An important element to reducing this vulnerability is having the right records and...
