The Perils of Caregiving: Protecting Finances The Perils of Caregiving: Protecting Finances By Cheryl Deep, Institute of Gerontology @ Wayne State University Friday, January 17, 2020 0 Caregivers carry a heavy load. They manage dozens of physical and emotional needs like meals, doctor’s appointments and loneliness. Amid these daily chores, they may overlook one other essential... Read more
Family Court in the Coronavirus Era Family Court in the Coronavirus Era With Hon. Kathleen M. McCarthy Friday, January 17, 2020 0 Wayne County, Michigan Presiding Judge Family Division Hon. Kathleen M. McCarthy joins Henry to discuss Family Court and issues during the Coronavirus era. Read more
Probate Court in the Coronavirus Era Probate Court in the Coronavirus Era With Hon. Linda S. Hallmark Friday, January 17, 2020 0 Oakland County, Michigan Chief Probate Judge Pro Tem Hon. Linda S. Hallmark joins Henry to discuss the Probate Court and issues during the Coronavirus era. Read more
Probate Court System and Seniors Probate Court System and Seniors With Judge Linda Hallmark Friday, January 17, 2020 0 Oakland County, Michigan, Probate Court Judge Linda Hallmark discusses how the probate court system works, with emphasis on probating of estates of those who have passed away. Read more
Laurie Blume / Wednesday, March 11, 2020 / Categories: Financial, Advance Planning Choosing A Financial Advisor Tips and Advice What are seven key issues to consider when choosing a financial advisor? Do not hire the first financial advisor you meet. Interview at least a few advisors before picking the best one for you. Choose an advisor whose specialty will meet your needs. For those of us who are gracefully greying it is important to find someone who specializes in retirement planning. Pick an advisor whose strategy is compatible with your needs. How conservative should you be? Do you want to go into stocks, bonds, index funds, a blend? These are all important issues to discuss with a prospective advisor. Always check references. Ask about credentials. What tests has the financial advisor passed. What are his or her certifications? Be careful of branding. Just because an advisor is with a major investment house, does not necessarily mean that he or she will meet your needs. Understand how the advisor is paid. Is it a flat rate, a percentage of your assets under management? Will it be based upon commissions by mutual funds? This can be a serious conflict of interest. Be wary of churning an account to generate fees. These are just some basic points. They are important especially when it is dealing with your future and financial health. How to Choose a Financial Planner is an interesting article published by the WSJ that is worth the read. Print 20858 Tags: Financial Financial Planning More links How to Choose a Financial Advisor - NerdWallet How to Choose a Financial Planner - The Wall Street Journal How to Choose a Financial Advisor - U.S. News How to Choose a Financial Planner - AARP How to Choose a Financial Adviser - Kiplinger Related articles Key Financial Tips - Don’t Panic! A Tale of Two Losses: Your Memory & Your Money Can't Pay Your Taxes? The Perils of Caregiving: Protecting Finances Daily Money Management Reverse Mortgages for Seniors The Cost of Long-Term Care Saving for the 3 Stages of Retirement Seniors and Reverse Mortgages Don't Panic!