Carol O'Rourke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SHOR Financial Wellness in New York, NY and the surrounding communities.
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
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In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
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Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
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There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...
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Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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