Archive for July, 2015

Making a Donation? Stop. Wait a Minute.

Posted on:  July 30th, 2015
By:  Diane Morrison

It’s tempting. You want to be a good person, and give when asked. But if you take a few moments to do a little homework before making a charitable donation, you can maximize your tax deduction as well as the benefits on the receiving end.
First, the basics – only donations to qualified organizat Read More

Last Updated by Diane Morrison July 30, 2015

It’s _______O’clock. Do You Know Where Your Beneficiary Designations Are?

Posted on:  July 23rd, 2015
By:  Diane Morrison

Most everyone has filled out a beneficiary designation at some point. In fact, most people have several active beneficiary designations at any given time. What many people don’t know, is that these beneficiary designations supersede any instructions you may have outlined in your will. The assets i Read More

Last Updated by Diane Morrison July 23, 2015

Senior Financial Fraud is on the Rise – Help Protect Your Parents

Posted on:  July 9th, 2015
By:  Diane Morrison

Statistics say that 5% of persons over the age of 65 have been the victims of financial fraud. That number, sadly, is most likely entirely too low due to the fact that many victims never report the crimes, either out of fear, embarrassment or resignation over the thought that nothing can be done abo Read More

Last Updated by Diane Morrison July 9, 2015

We’re Half Way There – Time for a Mid-Year Review

Posted on:  July 2nd, 2015
By:  Diane Morrison

Believe it or not, another year is half-way over – that was quick! Scientific experiments have shown that our ability to gauge the passing of time alters as we age – time actually does fly as you get older! So on that note, the mature thing to do is to take a mid-year review of our finances, do Read More

Last Updated by Diane Morrison July 2, 2015