Downton Abbey Financial Lessons

by Eve Kaplan, CFP(R) Practitioner Like millions of Americans, I’m hooked on Downton Abbey. If you’ve somehow missed this sensational TV phenomenon, Downton Abbey chronicles the wealthy Crawley family and their estate in 1910-1920s England. Lord and Lady Grantham head up the large, affluent  Crawley household teeming with family and servants. There is plenty of […]

Widowed…And Directionless?

by Eve Kaplan, CFP(R) Losing your spouse prematurely may be your worst nightmare. That’s when you discover who your real friends are, which relatives you can count on — and the unbelievable time and stress involved in sorting through complicated legal and financial issues that immediately land in your lap. Some well-intentioned friends or family […]

Are You Committing These 13 Financial Risks?

Financial Risk is like driving a motorcycle or a car. If you speed down the highway on a motorcycle without a helmet, your risk of an accident is increases. If you ride the same motorcycle at lower speeds and wear a helmet, you reduce your risk but incur more risk than driving a car. However, […]

Steps To Avoid Financial Fraud

Here are some issues to be aware of – and steps to take – to avoid becoming a target of financial fraud. Some of the worst cases of financial exploitation concern the elderly. Elder Fraud: Sadly, older adults easily can become targets of financial fraud:  sweepstakes and lottery fraud, phishing fraud, phony charitable solicitations, etc. […]

Consider Updating These Vital Estate Documents

Consider Updating These Vital Estate Documents By Eve Kaplan, CFP® Practitioner As Boomers get older, they’re learning (sometimes too late) that having the right kind of estate documents for our aging parents can prevent family meltdowns. Standard estate documents can get a “make over” and there’s a new generation of legal documents tailored specifically for […]