December 28, 2023

The Gift That Keeps on Giving: Paying Your Grandchildren’s College Tuition

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

Holiday Reflections: Keeping Your Plans in Check

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

Avoid These Common Mistakes When Downsizing for Retirement

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

Using VA Aid and Attendance Benefits Towards the Cost of Care

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

Estate Planning Fundamentals

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

When Was the Last Time You Updated Your Estate Plan?

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

Things to Look for When Inspecting a Nursing Home

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

How to Achieve Long-Term Financial Goals Prior to Retirement

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

Can Changing Your Lifestyle Prevent Cognitive Decline?

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 […]
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