power of attorney

A laptop on a wooden desk with glasses and a mouse.

Tips for Selecting an Agent

A durable (financial) power of attorney appoints a person (referred to as an “agent”) to make decisions when you are […]
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If i live long enough, i will need help.
A person signing a document with a pen.
A computer screen with the word security on it.

Four Proactive Steps to Prevent Financial Fraud

We hear a lot these days about data breaches and theft of personal and financial information. It’s serious business.  Identity […]
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