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Mid-Year Is a Good Time for a Financial Checkup The first half of 2021 is behind us. As life emerges and changes a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is continuing on the right… Read More
Key Estate Planning Documents You Need There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a living trust, isn’t always necessary, but it’s included here because it’s… Read More
Facing the Possibility of Incapacity Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse. Incapacity can strike anyone at anytime Even with… Read More
When You Need Help: In-Home Care Programs for Older Individuals What is in-home care? Not every older American ends up in a nursing home or a retirement community. In fact, most older individuals continue to live at home, many with the assistance of some type of in-home care. In-home care… Read More
