Month: March 2020

3 Critical Mistakes Women Make in Their Estate Planning

Available for Interviews: Glenn Matecun.

Glenn R. Metecun, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. Catching the early warning signs of dementia is crucial in helping to get the care your loved one needs.

Talking Points from Glenn Matecun
on Mistakes Women Make in Their Estate Planning:

Planning ahead ensures that you stay in control while you are here, and that your property and money are distributed in the easiest, most efficient, tax-friendly way possible. If you don’t plan, your estate will likely be involved in the time-consuming, expensive and emotionally-draining probate court process, and also place a burden on your loved ones who may or may not know what you wanted.

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How Couples Can Fight Fair

Interview Carol Barkes

Carol Barkes is a trend-setting mediator, business executive and educator specializing in the use of neuroscience to improve business performance, interpersonal communications, negotiation and conflict resolution processes for optimally successful results.

Talking Points From Carol Barkes On How Couples
Can Communicate Better When in Disagreement:

    • Make the conversation about the problem, not the person—criticism is not a smart approach! Instead, it is okay to voice a complaint about an action, behavior, or process. Do not criticize the person’s character and expect good results.

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401(k) Contributions Advice

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on 401(k) Contributions:

Before Increasing Your 401(k) Contributions

The first thing I encourage clients to think about before they increase their contributions is how much debt do they still have. Student loans, car loans, personal loans are all too common. So, before a client increases their contributions I ask them to look at the debt to see if those additional dollars can be put towards the debt. If they have the debt under control, then we also look at college savings for their kids. If they have not started a 529 savings account for their kids then that is another place we would look for additional savings.

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