by Leslie Marenco | May 16, 2014 | Articles, Estate Planning, Uncategorized
Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and head for Walmart. But steer clear of the world’s largest retailer when you...
by Leslie Marenco | Feb 28, 2014 | Articles, Uncategorized
Pediatrician Dr. Bill Sears is the author of more than 30 books on childcare, has appeared on dozens of national talk shows, provides medical and parenting guidance for Parenting and BabyTalk magazines, received his pediatric training at Harvard Medical School’s...
by Leslie Marenco | Dec 27, 2013 | Articles, IRAs / 401(k), Uncategorized
When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But perhaps you should. Having the wrong beneficiary designated on these and other things like...
by Leslie Marenco | Nov 8, 2013 | Articles, Uncategorized
If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best interest. ...
by Leslie Marenco | Aug 2, 2013 | Articles, Uncategorized
A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituaries for personal information to steal the identities of those who have passed. When you lose a loved one, it is important to take quick action and notify a number...
