Steps To Take When A Loved One Passes

The death of a loved one is often a tumultuous time for families.  Whether the death was unexpected or not, there are many tasks to address, all while handling the emotional grief. This checklist is intended to guide your actions and provide structure to the days and weeks ahead.

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Who Should Manage the Home Finances?

Who should manage the home finances?

I recently read an article about gender equality starting at home. The article discussed many areas for spouses to work on, such as sharing chores, childcare and family social activities, and balancing and supporting each person’s career goals. Surprisingly, one very important topic was not mentioned: managing the family finances. As a financial planner, I…

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