7 Nov 2017
0 Commentshow digital assets figure into estate planning
As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to addressMore
money / work
16 Oct 2017
0 Commentsit’s medicare enrollment time!
Not everyone has to remember to enroll in Medicare. If you are already collecting Social Security, you’ll get Medicare Parts A and B automatically. In More
16 Oct 2017
1 Commenttransitioning into retirement
While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
9 Oct 2017
0 Commentscan a person with cognitive impairment sign legal docs?
When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often More
2 Oct 2017
0 Comments5 things i wish i told my dad
In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know More
18 Sep 2017
0 Comments7 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 More
11 Sep 2017
0 Comments4 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 confusionMore
28 Aug 2017
0 Commentsinsurance 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. More
10 Jul 2017
0 Commentspaying 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. As a result, they either exhaust their own time and/or More
9 Jul 2017
0 Commentssave 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 fitness. More
7 Apr 2017
1 Commentsocial security: how retirement benefits work
Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 millionMore
12 Mar 2017
0 Commentsa health care proxy
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. More
3 Mar 2017
unretirement: figuring out your next act
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 More
10 Dec 2017
0 Comments7 ways to prevent financial elder abuse
It seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More