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Senior Finances

Americans Continue to Retire Poor

Retirement allows a freedom of lifestyle at a later age only if one’s money is well-managed at a younger age.  Sadly, reports say that less than 5 percent of Americans will be financially free by the age of 65. Changes…

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Living Will

The Need for a Living Will

In order to legally lay out your life-sustaining medical preferences, you must have a living will.  It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are…

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Legal Services

Spousal Supplemental Needs Trust

Let’s pretend your spouse is living in a long-term-care facility due to a disabling health issue, like Parkinson’s. Your spouse is currently receiving Medicaid benefits to pay for the high cost of that care. If you were to pass before…

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Tax Deduction

Keeping Your Financial Information In Order

To bring peace of mind to you today and relieve your loved ones' burden in the future, you can prepare and organize your financial information before you are no longer capable. It will ensure proper management of your financial situation…

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Medical Technology

The App Storing Your Crucial Information

Through the use of our tablets and smartphones, Americans have, more than ever before, stored their personal information virtually. Whether engaging in online banking, using a mobile plane boarding pass, or creating work calendars shared in the cloud, the internet…

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Video Conferencing

Caregiving from Far Away

Providing care for some on who lives an hour or more away is called Long Distance Caregiving. Long distance caregiving takes many forms – from arranging for in-home care, money management, bill paying, and information coordinator. You may also provide…

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Last Will

Why Having a Will is Vital

A Caring.com wills survey shows the number of Americans with a will has had a minimal increase of only 2.5 percent over the past year. Overall, the percentage of those with a will continues to decline, 33 percent in 2021…

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Estate Planning

Regular Reviews Keep Your Estate Plan Current

Reviewing your estate planning documents on a regular basis help to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change.…

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