March 28, 2024

Medicare vs Medicaid: 4 Distinguishing Factors

Medicare vs Medicaid is a discussion that confuses many. Today we will discuss four distinguishing factors that separate the two. Understanding the differences between Medicare and […]
March 8, 2024

Buying vs. Renting: Navigating Homeownership in Retirement

As retirement approaches, many people face many important decisions. One decision is whether they should buy or rent a home. Whether they are relocating, downsizing, or […]
February 23, 2024

Managing a Medicaid Crisis

Managing a Medicaid Crisis is essential when an individual enters a long-term care facility without prior planning for long-term care costs. In recent years, nursing home […]
February 9, 2024

A Will is a Key Component, But It’s Not Enough

When considering estate planning, most people immediately think about drafting a will. While a will is indeed crucial for many planning goals, it’s essential to understand […]
January 23, 2024

Breakthroughs in Dementia Care: Paving the Way for a Better Tomorrow

Dementia, a condition affecting millions worldwide, has long been a challenging frontier in the medical field. However, recent breakthroughs and advancements are offering a glimmer of […]
January 16, 2024

Library Tour – Estate Planning Essentials: Wills, Trusts, and More

Join us for our FREE Library Tour discussing the essentials of estate planning, steering you clear of costly mistakes you must avoid. March 12-April 23
January 11, 2024

Think Twice Before Deciding to Serve as a Trustee

Serving as a trustee is a profound honor, a testament to the trust and confidence someone places in you to manage a significant portion of their […]
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 […]