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Blog

Digital art of a lawyer standing next to a large document and gavel.
Eric Douglas | Jun 24, 2024

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

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
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Eric Douglas | Jun 10, 2024

Longevity in Retirement & What You Should Know

investments
retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Image of a sailboat sailing on a lake, with cloudy weather above.
Eric Douglas | May 27, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Eric Douglas | May 13, 2024

Top 4 Social Media Money Scams & How to Spot Them

investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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A calculator and a pen on top of a graph
Eric Douglas | May 1, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Older couple embracing on a boat overlooking a body of water
Eric Douglas | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Watercolor style picture of 5 carrots sprouting from the ground.
Eric Douglas | Apr 8, 2024

4 Financial Mistakes to Avoid this Spring

Savings
retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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An older man relaxing and laying down in an inner tube on relaxing water.
Eric Douglas | Mar 25, 2024

Retirement nearing? Do these 5 things first.

retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Eric Douglas | Mar 11, 2024

It's Never Too Late to Save for Retirement

retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Image of an American flag, with a person looking out of them similar to window blinds.
Eric Douglas | Feb 26, 2024

Investors & the Markets: What to Watch Out for in an Election Year

investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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A brain surrounded by circles representing brain waves
Eric Douglas | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Person holding jar of coins with a 'savings' label
Eric Douglas | Feb 1, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Family Wealth Planning Partners is a Lifestyle Planning firm that educates and supports people as they grow, preserve, and transfer their wealth to the next generation.

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