If I Had Only Known

Checklist and Guidance Before and After A Loved One Dies

A quick note to say thank you...

I've always been obsessed with increasing financial literacy and am fortunate to have collaborated with Jen Borislow and Melissa Marrama on authoring a book with that exact goal. If I Had Only Known was inspired by our cumulative experience and numerous client stories. The response we have received from people of all ages has been tremendous and we are incredible proud the impact this guidebook has already had for our clients. Thank you for taking a sincere interest in your financial future and for working towards leaving the gift of having your wishes known and your puzzle-pieces in order for your loved ones.

Be well!

Michaela F. Scott

Michaela Quoted in Forbes on the subject of Financial Elder Abuse

10 Steps to Resolving Finances After a Family Death

Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.

When is the Right Time to Buy Life Insurance?

It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.

Don't Have a Will? Here's What Could Happen If You Pass Away Without One

Typically, the cost of preparing a basic will is just a few hundred dollars, and only takes a day or two. Yet not having a will can come with severe consequences.

How To Pass On Your Financial Values to the Next Generation

In the next two or three decades, it is expected that a great wealth transfer will occur. No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

How to Protect Your Personal Financial Information

There are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands. Consider these seven protective measures to caution yourself against any theft or malicious use of your financial information.

Check the background of this firm/advisor on FINRA’s BrokerCheck.