13 Dec 2018
leaving iras to children
Often, IRAs represent the largest assets in an estate. They are more than just a stash More
money / work
9 Dec 2018
rental car insurance?
You’re planning that long-awaited, well-deserved vacation. You’ve researched the itinerary, More
25 Oct 2018
the toll it takes – alzheimer’s part 4
The estimated total cost of care in the U.S. due to dementia will top $277 billion this year. More
25 Oct 2018
where we are with medicare
There’s no question that healthcare is difficult to navigate, involves a certain amount of guesswork, More
18 Oct 2018
selecting your agents
When preparing your estate plan, you will have to make at least three significant decisions: who More
14 Sep 2018
paying for your grandkids’ education
Until recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
6 Jul 2018
saving big with qlacs
While our Girls Night Out Book Club usually focuses on the selection at hand during More
6 Jul 2018
managed long-term care
How does Medicaid determine how much care you will get? Looking back at the time More
22 Jun 2018
7 reasons to review your will
While we may WANT to think that preparing a will is a one-time event, life happens More
10 Jun 2018
music moments
As a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
14 May 2018
buy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orange More
23 Apr 2018
do credit scores (still) matter?
Your home’s mortgage is nearly paid off, and student loans are likely to be of the long-ago past. More
9 Apr 2018
when not to gift
One of the commonly misunderstood (or perhaps unknown) issues to be considered with regard to the gifting/transferring More
17 Jan 2019
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selling your life insurance
A number of years ago, I began working with a couple who lived in Manhattan. More