Dear Kiwi and Mango,My husband and I are ready to embark on our Estate Planning. This is the second marriage for both of us, and we aren’t sure whether to get a joint trust or separate trusts? I read somewhere that there is a … [Read more...]
Print This PageCritter Corner: What to Do if Your Social Security Number Is Part of the Recent Data Breach
September 4, 2024 by
Dear Hayek,I heard recently that a massive data breach may have compromised the personal information of millions, or even billions, of Americans. How can I find out if my information was affected, and if so, what actions can I … [Read more...]
Print This PageCritter Corner: Leaving a Legacy for Your Children and Grandchildren
May 24, 2024 by
Dear Raider,I read Mr. Farr’s article about things to leave and not to leave your children and grandchildren this past Tuesday. Nothing was mentioned about leaving a legacy. I remember Legacy Stories used to be a service that … [Read more...]
Print This PageCritter Corner: Is There a Check-in Service Specifically for Veterans?
May 10, 2024 by
Dear Kiwi and Mango,Recently, Mr. Farr wrote an article about a check-in service for seniors to combat loneliness and keep those who are aging in place safe. I was wondering if there are any similar programs specifically for … [Read more...]
Print This PageCritter Corner: How Can a Power of Attorney Protect You from Exploitation?
May 3, 2024 by
Dear Angel,I was recently listening to a true crime podcast and heard an alarming episode. A woman, Caroline, created a power of attorney for an older man, Charles, and moved into his California home. Charles died shortly … [Read more...]
Print This PageCritter Corner: What Do All These Estate Planning Terms Mean?
April 26, 2024 by
Dear Raider, I’m finally ready to get my Estate Planning documents done. When I talk to my friends and my husband, all these terms I’ve never heard of come up. Can you enlighten us on some of the common terms used in … [Read more...]
Print This PageCritter Corner: How Can I Locate an Old 401(k) Retirement Account?
April 12, 2024 by
Dear Kiwi and Mango, I am about to retire from federal employment. Before I worked for the government, I used to work at a company where I’m almost certain I had a 401(k) that they matched. I am doing my retirement planning … [Read more...]
Print This PageCritter Corner: How Can Seniors Make the Most of Financial Literacy Month?
April 5, 2024 by
Dear Angel,I just read that April is Financial Literacy Month. What are some things I should think about when it comes to Estate Planning and retirement planning this month? Thanks for your help!Fi Nanshill--Dear … [Read more...]
Print This PageCritter Corner: How Can I Help My Husband Make Better Money Decisions?
March 29, 2024 by
Dear Hayek,My husband doesn’t always make the best decisions about money. He has come close to being scammed in the recent past. Do you know of any training he (and I) could take to protect us from financial exploitation? … [Read more...]
Print This PageCritter Corner: Are a Prenuptial Agreement and a Postnuptial Agreement Essentially the Same Thing?
March 22, 2024 by
Dear Kiwi and Mango,My brother is getting re-married and is on the fence about a prenuptial agreement. My husband and I actually have a postnuptial agreement. Aren’t they essentially the same thing? Which is preferable? Can … [Read more...]
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