The loss of a loved one is never something pleasant to think about, but, unfortunately, as we head into our retirement years, we are often faced with the passing of our family and friends. And, chances are that you may be asked to assist in closing out the estate for [...]
When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]
When is the best time to purchase a generator? Before or after you need it? The uncertainty can be uncomfortable because we don’t know the repercussions of a power outage should it last a long time. It certainly gets our attention and upon restoration we realize how important power is. [...]
When leaves begin to change color and we transition into fall, it is a reminder for most seniors to review their Medicare coverage and ask, “Is my plan still working for me or is there another option that would serve my needs better or save me more money?” [...]
For small business owners, managing the bottom line of their company is often a top priority. If you operate a business of any kind, it’s important to understand the impact of the tax law changes that took effect in 2018 and how they may affect your business. Here are some [...]
In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]
Do you feel a little bit like you’re playing a guessing game when you try to pick a Medicare Advantage plan? The choices can be confusing. Which plans do your doctors accept? Which have the best customer service? Are your prescription medications covered? Which supplemental benefits are the best? [...]
Talking about emergencies, sudden illnesses, and death won't kill you - but most people avoid this conversation with loved ones. Acknowledging these realities can prepare and protect your family in financial and non-financial ways and ultimately give your family peace of mind! Once these safeguards are in place, regularly update [...]
A Common Care Mistake to Avoid - Don’t Always Assume the “Doctor knows best.” That is why we go to the doctor, right? To get the expert opinion. To have him or her tell us what is wrong and what to do to fix it. But can we always expect [...]
A friend who was considering moving to a life planning community decided, instead, to remodel his home to be more age-friendly. While ensuring one’s comfort and safety comes part and parcel with entering a retirement community, it requires intentional planning for those committed to aging-in-place. If this situation describes you [...]
