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 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.
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 on the subject and offers tips for protecting your loved ones.
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.
Lauren helps young couples sort out debt
In this USA Today article, Lauren suggests that couples about to marry need to be prepared to talk honestly and in detail about their individual approaches to spending and financial decision-making . She also urges them to make a plan for dealing with personal debt before saying "I do".
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.
Lauren gives consumer tips on choosing an adviser
Knowing up front how advisors are paid is one of the most important aspects of choosing a financial professional to help you manage your money. Lauren sheds some light on confusing terminology.