Consolidate your investment portfolio, advises Certified Financial Planner David Luke. “The most valuable assets we have are our health and our time.” By Kathy Penner For many of us, our first experience with saving money involves stashing our allowance or chore money into a piggy bank. Later on, we open our first savings account and learn what earning interest means. …
Don’t wait to set up a Power of Attorney
Setting up a Power of Attorney protects you and your loved ones from financial incompetence or abuse By Kathy Penner You’ve drawn up a will. You may also have a healthcare directive, or living will. Such documents bring you peace of mind, knowing that your family, executor, healthcare providers and others are clear on your wishes. Yet relatively few people set …