Where are your bankers when you need them?
The financial services industry is notoriously risk-averse, especially with its own money. Until recently, as unemployment figures hit record lows and the stock market hit record highs, financial institutions were pushing new credit cards, high credit lines,...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.
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...
The ultimate gift to loved ones
Sally stood in the cluttered Boston living room. Everywhere she looked, her eyes rested on another exotic piece of sculpture or art. And each one had a story. Her Aunt Elisabeth had shared some of them over long dinners, each paired with the perfect wine. But others...
