Retirement as a Single Woman

by Jarrett Osborn on
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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3 Investment Factors that Don’t Drive Long-term Returns

by Jarrett Osborn on
Categories
Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...

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A Guide to Pensions & Retirement Benefits

by Jarrett Osborn on
Categories
Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1

That may not seem like a big deal, but it can give rise to all...

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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

by Jarrett Osborn on
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.