
Are You thinking about Retiring?
In our business we are often involved in assisting our clients as they plan for their retirement. We sit with them to discuss planning...


New Year - Time to Review Your Estate Plan
I know you probably feel like the past year flew by! Well, it's 2016 now, and you are a year older and maybe even a bit wiser too. Time...


Choosing the Right Agent for POA
You may not be aware of it, but once you are over the age of 65 there is a 7 in 10 chance that the day will come when you will need...


You've become an accidental caregiver
You've heard people say it and maybe you have even said it yourself. "Don’t worry Mom or Dad, I’ll take care of you in your old age."...


10 Tips to Keep in Mind While Helping Aging Parents
1. Getting old is financially scary. No matter how much money one may have, thinking about covering the expenses associated with aging...


Having "The Talk" with your Adult Children
As parents (and on the other side, children) we are taught that there is a necessity that we have “THE TALK” about various topics. We...


Living Arrangements for Aging Seniors
Senior housing options can be confusing to someone who has never approached the subject before. Often the definition of a particular...


Downsizing, Organizing, Handicap Remodeling, Relocating and Financial Planning
When Bill and Mary bought their family home thirty years ago, their plan was to live through retirement in this home. They had furnished...


Healthy Living and Successful Aging
The United States is experiencing a remarkable increase in the number of people who live to an old age. Our older population (people 65...


A Checklist of Tasks to Complete Following the Death of a Loved One
We occasionally get calls from family members or others involved in handling the affairs of the recently deceased. They ask us what they...