9 Aug 2026
0 Commentswhy buy travel insurance?
Travel insurance gives you protection for your trip in case of medical emergencies, More
money / work
9 Aug 2026
0 Commentsparty invite? that’s a scam
We’re all excited to get an invitation to a party! Unfortunately, the FTC is getting More
16 Jun 2026
0 Commentsthey’ll work it out after i’m gone
One topic I typically address with my clients concerns their children’s relationships More
4 Jun 2026
0 Commentshow to use ai safely
I keep hearing about AI in the news and how it’s being used in scams. I’m not very More
13 May 2026
0 Commentsdebt collection: know your rights
If a debt collector calls, do you know what to do? You have rights. Debt collectors More
13 May 2026
0 Commentsstill working at 65? how to handle medicare
My wife and I are approaching 65, but I’m still working and have good More
18 Apr 2026
0 Commentsspot and avoid investment scams
You might be interested in making money through investments. Who isn’t? More
18 Apr 2026
0 Commentsaging solo, planning strong
For many individuals, estate planning naturally revolves around a spouse or children. More
18 Apr 2026
0 Commentslow-cost smartphone plans
What are the absolute lowest-cost smartphone plans for seniors who mainly talk and More
16 Mar 2026
0 Commentsthe real cost of delaying ltc planning
You’ve worked hard your entire life — saved, invested, and built something to More
16 Feb 2026
0 Commentshappily ever after begins with an estate plan
Recently, I was fortunate enough to visit Disney World with close friends, my More
15 Feb 2026
0 Commentsprepaid funeral plans
Q: I’ve been thinking about planning my funeral in advance so my kids won’t More
15 Feb 2026
0 Commentsback taxes? hang up
There’s a big wave of reports about phone scams claiming you owe back taxes. More
15 Aug 2026
0 Commentsto trust or not to trust
Many individuals grapple with the decision of whether to leave their assets More