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6 Things You Should Consider Before Retirement

  • August 6, 2020

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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Frugal Tips for Aging Well

  • July 30, 2020

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health…

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Dementia Seen as Significant Health Challenge

  • July 23, 2020

Somewhere in the world, every three seconds, someone is being diagnosed with dementia. Dementia is a catchall phrase that refers to many types of neurodegenerative diseases. Neurodegenerative diseases bring about the onset of dementia including but not limited to: Alzheimer’s…

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Technology Adoption Rises Among Seniors

  • July 17, 2020

Technology is providing seniors with a multitude of applications to improve their health, lifestyle, safety, and entertainment. While the younger generations may think these older Americans are the equivalent of technology dinosaurs, the truth is mid-life, and older Americans are…

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Guarding Your Child’s Inheritance

  • July 10, 2020

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can…

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ABLE Accounts are New Investment Opportunities

  • July 1, 2020

Previously, disabled people could only get government benefits like Supplemental Security Income (SSI) or Medicaid if they had very little money, or if their access to property was tightly confined by restrictive trusts. Federal legislation now permits disabled people to…

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COVID-19 Scams

Beware of Scams Related to COVID-19

  • June 23, 2020

It is lamentable that criminals come out of the woodwork whenever people are vulnerable or in need, and nobody needs reminding, these days, how many of us are in precisely that condition. The opportunities to exploit fear and need are…

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How to Steer Clear of Probate Court

  • June 18, 2020

Many people have been told that it is important for people to “avoid probate.” But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem or how to…

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