Lauren and her staff are often called upon to provide their insight and perspective as part of a larger article reported in the financial or local press.
Lauren talks about “new rules” for real estate
The traditional rules that have governed planning for real estate purchases and sales may be changing as folks try to rebound from the recent housing crash and the subsequent decline in home values. In this Record article by Kathy Lynn, Lauren cautions clients to avoid over-estimating their future earning power when making home buying decisions.
Lauren weighs in on recent market changes
In this NorthJersey.com article by Kathy Lynn, Lauren talks about the recent market volatility and the need for investors to keep their long-term goals in mind during times of financial turbulence. She explains that the recent drop is not unexpected in view of the anticipated move by the feds to raise interest rates.
Holly advises the childless on estate planning
When preparing a Power 0f Attorney document, most people will name a spouse or a child to act for them should they become incapacitated. But what do you do if you are unmarried and childless? Holly discusses this issue for The American Society on Aging's publication Aging Today.
Holly discusses the impact of financial incapacity
Holly talks about what happens when a loved one losses the capacity to make sound financial decisions for themselves in this article by Richard Eisenberg. The article cites a recent academic study of people over 50 and their spouses and offers tips for protecting your loved ones.
Lauren talks Social Security timing strategiesHealthy women about to retire need to look realistically at their lifespan potential and should consider postponing filing for Social Security in order to maximize lifetime benefits, as Lauren suggests to Kerry Hannon of Next Avenue.
LFS featured as source of elder care info
A recent CNBC article put the spotlight on advisory firms who are leading the industry in establishing themselves as sources of reliable information on elder care planning. See what Lauren has to say about the ElderLife division of LFS.
Lauren on handling clients' mental status changes
In order for financial advisers to act as a fiduciary for clients, they must be ready to act quickly if they notice changes in a person's ability to make informed choices about the management of their accounts. But knowing the best course of action can sometimes be tricky, as Lauren explains in this Wealth Management.com article.