Tag Archives: long term care

Are the Rich Really That Different?

Posted on November 29, 2012 by Erik Carter JD, CFP®

Tweet At Financial Finesse, we are expanding more into financial planning for high-income executives, which is surprisingly an underserved population for unbiased financial guidance.  Many high net worth individuals have access to financial advice but not necessarily from an unbiased … Continue reading →

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Choosing the Right Healthcare Power of Attorney

Posted on July 11, 2012 by Greg Ward CFP®, AFC

Tweet Choosing a person to make healthcare decisions for you when you are physically and/or mentally unable to make them for yourself is difficult, but it’s a choice that should be made with great care and diligence.  This person may … Continue reading →

Posted in Estate Planning, Rebel | Tagged , , , , , | 1 Comment