16 Oct 2017
transitioning 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
money / work
9 Oct 2017
can 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
5 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
25 Sep 2017
still have questions about reverse mortgages?
We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address More
18 Sep 2017
7 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
4 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 confusion More
28 Aug 2017
insurance 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
17 Jul 2017
the 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 way More
10 Jul 2017
paying 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
save 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
4 Jul 2017
time for your financial checkup?
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 dentist More
25 Jun 2017
maintaining your lifestyle
Sandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income More
6 May 2017
the importance of living wills
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 More
16 Oct 2017
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it’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