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 … Read More
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 … Read More
Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 million people today receive some form of … Read More
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with … Read More
Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. His daughter, Beth, … Read More
This is an update to an earlier post because we can’t resist revisiting this topic, especially when new data is released: In 2015, almost a quarter of new businesses launched … Read More
Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds her … Read More
Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t … Read More
With the cost of long term care in a skilled nursing center in Westchester running upwards of $400 a day and as much as $150,000 a year, most people cannot … Read More
My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local college. They … Read More
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Why You Want to Avoid Probate - Expert Advice
Don't pay back til you leave your home
DON'T LEAVE YOUR KIDS WITH A MESS.
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