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Looking for a Financial Book That Won’t Put Your Young Adult to Sleep? This One Makes ‘Cents’

by Dennis Beaver | education, financial, investment, retirement

“Wealth Your Way” by Cosmo DeStefano offers a highly accessible guide for young adults and their parents on building wealth through simple, consistent habits. February 16, 2026  • By Dennis Beaver “Mr. Beaver, I am terrified that our four grandsons,...

Protecting ourselves from ourselves

by Dennis Beaver | annuity, asset protection, retirement, senior care

March 31, 2017 • By Dennis Beaver “Mr. Beaver, we have a very unique, messed up family situation, desperately needing some guidance,” the phone call from “Jimmy” began. The longer we spoke, what he described was anything but unique as many families confront similar...

Recognizing the signs of financial elder abuse

by Dennis Beaver | asset protection, power of attorney, retirement

July 28, 2017 • By Dennis Beaver  In addition to all the other issues which revolve around getting older, a significant percentage of America’s aging population have more things to deal with, as the following email from Central California reader “Annie” describes:...

Son-in-law destroying business

by Dennis Beaver | business, employment, retirement, workplace

April 27, 2018 • By Dennis Beaver 
  

“I am writing you on behalf of several of us who are long-time employees at a family-owned furniture and appliance store in a small Southern California community. We are worried about the future, about this business surviving....

Think You’re Too Busy to Do an Estate Plan? In 3 Hours (Seriously), You Could Save Your Heirs Months (or Years) of Stress and Heartache

by Dennis Beaver | business, estate planning, financial, retirement, trusts, will

The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. Sudden illness and accidents don’t send you a heads-up before they happen, and the remedy is far easier than you think. March 24, 2026  • By Dennis Beaver Imagine...

What did my boss do with our profit-sharing money?

by Dennis Beaver | investment, retirement

June 02, 2012(Original publish date) • By Dennis Beaver Readers Cathy and Sharon live in different cities, and while they have never met in person, during our conference call it became all too apparent that these registered nurses have much more in common than age and...
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