Demystifying Powers of Attorney
The term “Power of Attorney” (POA) gets thrown around a lot, in real life and TV, and it’s usually portrayed as one thing — when in reality there are many types of POA. Each one does something different, and there’s plenty of overlap between them. Durable POA: They...
Good Insurance Is Good for You
Getting the right mix of insurance can make the difference between building back completely and compromising with your quality of life. One of our clients is from wildfire country in California, and she recently told me how insurance allowed her to completely reclaim...
Know Your Sun Defense This Summer
Last summer, we had our own sunscreen in the form of Canadian wildfire smoke — that is, it screened us from the sun by forcing us inside. This year, thankfully, going outside has not required a respirator, and we’re back to monitoring our exposure to the sun....
Phone and Card Fees Abroad
Traveling abroad is expensive, and a lot of the fees are hidden within other fees within still other fees. The feeest travel components, by far, are phones and credit cards. That said, there are deals to be had and ways to lessen the impact of these small fees — that...
Facebook Marketplace Scams
It’s the time of year when people are thinking about patio furniture they want to buy, and other people are thinking about furniture they want to sell. Facebook Marketplace, or simply “Marketplace,” seems like the perfect solution to bring these two groups of people...
Celebrating 27 years in business helping people stay financially organized
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