Weekly Newsletter – Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

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Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says she needs you to pay her $1,800 bond, or she’ll … Read More

Weekly Newsletter – Retirement Planning Reality Check

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Retirement Planning Reality Check The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, failing to plan is as good as planning to fail. One of the first pitfalls in retirement planning is giving up before you … Read More

Weekly Newsletter – Don’t Forget to Include Your Digital Assets In Your Estate Plan- Part 1

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Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1   If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost forever following your death or incapacity. … Read More

Weekly Newsletter – Don’t Transfer Ownership of Your House to Your Kids Before You Read This

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Don’t Transfer Ownership of Your House to Your Kids Before You Read This   With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy stays in a nursing home. Such care can be massively expensive, with the potential to overwhelm even the well-off. Because neither traditional health … Read More

Weekly Newsletter – 4 Ways Estate Planning Can Improve Relationships with Loved Ones

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4 Ways Estate Planning Can Improve Relationships with Loved Ones     With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely reminded of just how important these relationships can be. And as we grow older, you begin to realize how precious little time we have to spend with … Read More

Weekly Newsletter – Deadly Sins of Retirement Planning

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3 Deadly Sins of Retirement Planning Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations than we do to prepare for a time when we may no longer earn … Read More