Blog
December 28, 2023
Paying your grandchildren’s (or adult children’s) college tuition can be one of the greatest gifts you can make. The education lasts a lifetime and opens a […]
December 12, 2023
As we approach the holiday season and 2023 comes to an end, it’s a natural time to think about the year and the changes that have […]
November 22, 2023
Are you considering downsizing for retirement? Perhaps you’ve entertained the idea of selling your current home, moving into a smaller one, and using the proceeds to […]
November 10, 2023
The VA Aid and Attendance Pension Benefit provides eligible veterans with tax-free pension income payments. This benefit also extends to surviving spouses of eligible wartime veterans. […]
October 24, 2023
In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023
For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
September 21, 2023
An article by AARP discusses several factors to consider when choosing a nursing home. Here is a brief synopsis. Inspect the grounds Making sure you are […]
September 6, 2023
Let’s discuss how to achieve long-term financial goals prior to retirement. An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Here […]
August 24, 2023
According to a two-year study from 2015, healthy eating, brain training, exercise and sound medical management may prevent age-related cognitive decline and, perhaps, dementia. The study […]
August 8, 2023
How important is Estate Planning? This is a question often answered with “Very Important”, however the subject can be quickly overlooked, or forgotten about. While many […]
July 18, 2023
Estate Planning for blended families can present unique challenges. When either spouse brings children from a previous marriage it can affect how one wants their assets […]
July 11, 2023
It can be tough managing your loved one’s legal needs. Serving as a caregiver may require you to oversee their legal affairs. A past article on […]