Blog

April 10, 2024
4 Tips for the Sandwich Generation
The “sandwich generation” is the group of individuals who are raising their own children while also caring for aging parents. This demographic often experiences significant stress […]
March 28, 2024
Medicare vs Medicaid: 4 Distinguishing Factors
Medicare vs Medicaid is a discussion that confuses many. Today we will discuss four distinguishing factors that separate the two. Understanding the differences between Medicare and […]
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 […]