

Read moreIn the past, if a parent had a lengthy hospitalization, and any financial intervention was needed, a trusted adult child could look in a filing cabinet. There they would find file folders with carefully marked tabs for each financial obligation and bank account.
But, the internet has changed all that. Today almost everyone has shifted to online banking and bill-paying.

Is a Roth IRA conversion right for you
With the stock market significantly off from its highs of January and February 2020, many are starting to ask if this is a good time to do a Roth conversion. It might be. Yet there are so many factors to consider before doing a conversion. In this video, Bill Harris...
Two key documents you need, pandemic or not
The coronavirus pandemic is bringing everyone’s vulnerability into sharp focus, especially if you don’t have a living will or health care proxy. Yes, the risk of hospitalization is higher for people over a certain age and those with ‘comorbidities.’ (That’s a...