Safe Banking for Seniors

The American Bankers Association has put forth a campaign called Safe Banking for Seniors, to educate seniors and their caregivers […]


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Changes to Social Security and Medicare in 2016

Last month President Obama signed a budget bill that includes changes for both Social Security and Medicare laws. The following […]


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IRA Myths

Due to tax laws and distribution rules, knowing your IRA options can get quite confusing. An article on Time.com (http://time.com/money/3962730/costly-ira-myths/) […]


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Veteran’s Health Benefits

Those who served in the U.S. military may be eligible for health benefits through the Veterans Administration (VA). Generally for […]


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Honoring Veterans Day

On Veterans Day and always, we thank our United States military from the bottom of our hearts for your unwavering […]


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Aid & Attendance

Are you a veteran?  Or the surviving spouse of a veteran?   The Aid & Attendance (A&A) increased monthly pension can […]


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Do-it-Yourself-Wills & Estate Planning – the Big “No No”

Many people recognize the importance of having a Will and other estate planning documents. However, to avoid the cost and […]


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Planning in the Present for Parents

A recent article on MarketWatch.com used a compilation of surveys to shed light on the fact that an alarming amount […]


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Mistitling Accounts

As part of a 30-day series on estate planning strategies, Financial-Planning.com included an article about the mistitling of assets. The […]


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Be Careful with Joint Accounts

We recently came across an example that highlights the need for planning ahead with the help of a knowledgeable professional. […]


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