19 Apr 2022
2 Commentsmeet these entreprenuers
In the summer of 2020, as the world was defending itself from the sucker punch delivered by COVID-19More
money / work
30 Mar 2022
0 Comments529 plans for grandchildren
A client of mine recently reached out about whether or not to fund a 529 plan for his More
3 Mar 2022
0 Commentsplanning for the newly retired
Congratulations on your retirement! You finally have time to work on your bucket list: traveling, More
23 Feb 2022
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More
23 Feb 2022
1 Commentthe 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 a long wayMore
20 Dec 2021
0 Commentssaving social security
Talk with almost any person you meet about Social Security and, more often than not, they’ll comment that theMore
3 Dec 2021
2 Commentsprior authorization with medicare
No doubt about it, baby boomers (65 and older) and seniors are shifting from Traditional (original) Medicare to Medicare AdvantageMore
29 Nov 2021
0 Commentsbrady bunch estate planning
Second marriages can feel like a fresh start. But when it comes to estate planning, balancing loyalty to your existing family More
7 Sep 2021
0 Commentsorganize your finances
If you’re like me and have spent the last few months enjoying the beautiful outdoors, you may be facing a pile More
7 Sep 2021
0 Commentsmedicare – what are you getting?
In 2019, more than 60 million Americans enrolled in Medicare. Many who were already enrolled changed their coverage More
30 Aug 2021
0 Commentssilver divorce
A divorce almost always comes with emotional, personal and financial complications. And, divorcing later in life adds a level More
25 Aug 2021
0 Commentsdemystifying medicare
People on Medicare can make changes to their health insurance during Open Enrollment, which begins October 15th and runs through December 7th. More
21 Jul 2021
0 Commentsrefusing a bequest
Your favorite aunt has decided to leave her vacation condo to you in her will. While you are saddened by the thought of someday losing her, More
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19 Apr 2022
0 Commentsmedicaid: true or false
Take this true/false quiz to learn what you know (or don’t know) about Medicaid coverage for More