Articles
Navigating Housing Care Options
It is probably safe to say that all of us want to hold on to our independence as long as possible. This includes driving ourselves, living alone, and not having to “inconvenience” anyone else to […]
Finance & Planning
Articles
What’s on Your Wealth Management Horizon?
Courtesy of Dobbs Wealth Management Group of Wells Fargo Advisors Occasionally, life throws a surprise at us. A job lay-off. A divorce. An illness or injury. These occurrences can impact you financially. But you don’t […]
Articles
A Primer on Probate
By Leu & Peirce, PLLC Losing a loved one is never easy. Many people describe the weeks and months following such loss as “a blur.” After notifying family members, and planning and carrying out the […]
Articles
Helping Baby Boomers Fight Fraud
By: Thomas C. Holmes Statistics paint a disturbing picture of the future for retirees who have not planned appropriately. As a professional in the financial services industry since 1972, I have read many books and […]
Articles
Retirement Planning
Statistics paint a disturbing picture of the future for retirees who have not planned appropriately. As a professional in the financial services industry since 1972, I have read many books and articles on the subject […]
Articles
Reverse Mortgages, Financial Tools
Courtesy AmeriState Bank AmeriState Bank received the prestigious 2009 Rising Star Award from 1st Reverse Mortgage USA®, a division of Cherry Creek Mortgage Company, Inc. “The Rising Star Award is given to mortgage companies that reach […]
Articles
Families Deciding Together
Families Deciding Together Courtesy Dannel Funeral Home When a death occurs, families gather. Frequently, they must respond quite suddenly. Perhaps they travel long distances. In the midst of their grief, they must make approximately 300 […]
Articles
Protecting Your Real Estate and Other Valuables
Protecting Your Real Estate and Other Valuables Why should senior citizens be concerned? The answer: Fraud. Many older American citizens have a nest egg that they are counting on to support them financially for the […]
Articles
How to Prepare for a Long Retirement
Warning: your retirement may last longer than you expect. The most important retirement income question is the one that no one can answer in advance: How long does your income need to last? A successful […]
Articles
How to Prevent Identity Theft
Preventing identity theft depends on staying vigilant. Most retail transactions require the exchange of personal information. From credit cards numbers and ATM PINs, to home addresses and more, shoppers pass along important and sensitive information […]