Tag Archives: personal finance

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When Dementia Threatens Your Money

Originally published in Money By Melissa Montgomery-Fitzsimmons The older woman, in her mid-80s, was one of my sharpest clients, always on top of her finances. Then,…


The devil may be in the default option

Originally published on Pensions & Investments By Mark Dixon and Susan Shoemaker Participants in 401(k) plans often feel stymied about picking an investment mix when…


Why Your Divorce Lawyer Can’t Protect Your Finances

Originally published in Money By Melissa Montgomery-Fitzsimmons Getting divorced? Be forewarned: Hiring your own financial adviser—right away—can be the difference between a workable settlement and disaster. As…