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7 Best Tips for Organizing Your Estate NOW
4 days ago

7 Best Tips for Organizing Your Estate NOW

Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth your time:

1) Get …
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4 Things Scammers Hope You Don’t Know
2 weeks ago

4 Things Scammers Hope You Don’t Know

Many people have heard the great news about the new Medicare cards… we had a party when we first found out! However, there still seems to be a lot of …
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Insurance News: Hybrid Policies
4 weeks ago

Insurance News: Hybrid Policies

Amy and Jeff W. reached out to me just days after Jeff’s father had passed away, Along with other family members, they had cared for Jeff’s father for three years. …
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8 Facts About Reverse Mortgages
2 months ago

8 Facts About Reverse Mortgages

  • A reverse mortgage is a home equity mortgage; its formal title is Home Equity Conversion Mortgage – with important flexibility that regular home equity loans do not have.

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The Role of An Executor
2 months ago

The Role of An Executor

As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go …
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Paying for Long Term Care
2 months ago

Paying for Long Term Care

“My loved one needs long term care but can’t qualify for Medicaid…..”

I hear this time and time again. However, more often than not, caregivers do not have accurate information. …
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Save More – Spend Less
3 months ago

Save More – Spend Less

We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial …
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Time for Your Financial Checkup?
3 months ago

Time for Your Financial Checkup?

You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the …
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Maintaining Your Lifestyle
3 months ago

Maintaining Your Lifestyle

Sandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income from investment …
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The Importance of Living Wills
5 months ago

The Importance of Living Wills

In our previous article, Understanding a Health Care Proxy*, we followed Richard, an 81-year-old widower, who had named his daughter Beth as his Health Care Agent in his health care …
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