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
money / work
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
7 Apr 2017
social 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 million More
29 Mar 2017
untangling IRAs
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers More
12 Mar 2017
a 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
2 Oct 2017
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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