The most important money conversation you’re not having

Yahoo! Finance By Jean Ann – January 29, 2015 7:06 PM When Rosemary Flanagan died two years ago at the age of 84, her family was stunned. She led an active lifestyle and showed no signs of slowing down before passing away in her sleep. Although she was a mother to seven sons, none of […]

Divorcing after 50: The financial hazards

Yahoo! Finance By Jean Ann – August 15, 2014 2:58 PM Breaking up is hard to do no matter when it happens. But getting divorced later in life can be especially traumatic, both emotionally and financially. There are now more divorcées over the age of 50 than ever before. In 1990, just one in 10 […]

Retirement regrets: Costly mistakes to avoid

Yahoo! Finance By Jean Ann – July 29, 2014 12:47 PM If you talk to enough baby boomers or new retirees about what they wish they could do differently, chances are many of them would mention a retirement plan do-over of some kind. And even if you’ve managed to build up a sizable nest egg, […]

Beneficiary Forms – Man’s mistake cost his children $400,000 of an IRA inheritance

Yahoo! Finance By Jean Ann – June 27, 2014 8:09 AM Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors and attorneys to make sure his children received the balance of his retirement funds when he died.A single mistake, however, thwarted his well-laid plans. Family members realized a […]