Personal Finance Advice and Commentary

Wednesday, July 30, 2014 6:05 am
By Dr. Don Taylor ·

It’s important to have paperwork in place, including durable financial and medical powers of attorney along with living wills, health care directives and convenience accounts.

Thursday, August 18, 2011 2:41 pm
By Jennie L. Phipps ·

Picking the right person — or persons — to manage your affairs when you can’t is a retirement planning decision to be made cautiously. Anthony Enea, a New York-based attorney who specializes in retirement-related issues and estate planning, says he’s stopped counting the number of people who choose poorly, picking someone who is nice to

Wednesday, July 20, 2011 3:59 pm
By Jennie L. Phipps ·

Gay couples who say “I do” in New York and the five other states that have legalized same-sex marriage should also quickly consider retirement planning, because the financial implications of a same-sex partnership are more complex than they are for conventional marriages. Anna Pfaehler, a CFP with Palisades Hudson Financial Group in Scarsdale, N.Y., offers