Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the financial pieces after a loss. We feel … Continue reading
Category Archives: Elder Planning
11 August 2021
Financial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this option when planning your estate? Prior to 2010, the concept … Continue reading
27 May 2021
Financial Health Series | Protecting Your Parents’ Finances: Part 1 – How to Start the Conversation
Over this past year, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the financial pieces after a loss. We feel that it is … Continue reading
2 September 2020
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you after you’re gone. It also ensures that all of your wishes are carried out the way you want. Many people put it off … Continue reading
3 June 2020
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared with a tax-savvy retirement plan? While many boomers are rewriting … Continue reading
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go over the details of retirement planning. Here are a few … Continue reading
It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many people stress over these issues, or even do not know … Continue reading
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 percent in many areas of the country over the past … Continue reading
30 September 2014
5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement Confidence Survey, only 18 percent of U.S. workers reported feeling … Continue reading
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