By Craig Watson Don’t let this financial scenario happen to you…Paula was an 80-year-old woman in average health. Paula had a daughter named Jackie who was divorced, unemployed, and needed a place to live while […]
By Sue Bogoevska Every parent and grandparent wants the best financial experience for their children and grandchildren. The hope is to pass along the wisdom of their experience, so that their offspring avoid pitfalls and […]
Courtesy Goldberg Law Center Contrary to popular belief, an effective estate plan is not a simple, one–time event. It is a complex and ever-changing process that involves several areas of law. Additionally, the participants involved […]
By Nancy Martin, RN One of my most vivid memories of my grandmother is of her sitting near her den window, sewing basket beside her, darning socks for her large family. She seemed to live […]
Riding a bicycle is about getting your balance and keeping it until you reach your destination. Likewise, investing requires finding and periodically adjusting the balance of assets in your portfolio to help keep your investment plan on track. […]
Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or your spouse and leave an inheritance for your family? […]
While the planning process should be strategic enough to take into account your assets, your age, and your life circumstances, it should also include the things that touch your heart––your family’s needs, your hopes for the future, your concerns related to risk, your ability to withstand market volatility for potential long-term gains. […]
Nearly everyone knows someone who’s struggled to cope with advanced, complex or complicated illness. Medical science has increased the likelihood that we will experience a long-term complicated or chronic illness during our later years, and this presents significant challenges to individuals, their families and the health care professionals who care for them. […]
Aging is a natural process and there’s nothing you can do to stop it. The good news is that how you age is entirely in your control. Find out what “healthy aging” is all about, and learn eight tips to aging well. […]
Market volatility is an historic inevitability. There have been periods of decline throughout history, triggered by different types of events, many of which came swiftly and without notice. Trying to time the markets with consistent accuracy, determining when investments are at their top or nearing the bottom, is almost impossible, and it carries a number of risks to investors, especially those nearing retirement. […]
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