Tag: financial planning

Commuters crossing crowded London Bridge on the way home from work

The minority of Americans who have a financial adviser say they feel pretty good about where they are. It’s everyone else who is largely dissatisfied with their finances. Among the workers and retirees who consult a financial adviser, two out of three describe themselves as financially secure, and the others are presumably working on it…

Portrait of mother hugging her grown up son with Down syndrome

What the heck is a representative payee? Social Security approves a family member or, less frequently, an organization to receive benefits on behalf of an individual who is old and infirm or has a disability. The representative is required to ensure that the benefits are being used to meet the needs of the person in…