Blog

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
In recent years, nursing home costs have significantly increased within the United States. The monthly cost for a shared room in a nursing home can cost […]
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 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 […]
November 22, 2023
Avoid These Common Mistakes When Downsizing for Retirement
Are you considering downsizing for retirement? Perhaps you’ve entertained the idea of selling your current home, moving into a smaller one, and using the proceeds to […]
November 10, 2023
Using VA Aid and Attendance Benefits Towards the Cost of Care
The VA Aid and Attendance Pension Benefit provides eligible veterans with tax-free pension income payments. This benefit also extends to surviving spouses of eligible wartime veterans. […]
October 24, 2023
Estate Planning Fundamentals
In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023
When Was the Last Time You Updated Your Estate Plan?
For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
September 21, 2023
Things to Look for When Inspecting a Nursing Home
An article by AARP discusses several factors to consider when choosing a nursing home. Here is a brief synopsis. Inspect the grounds Making sure you are […]