Senior woman contemplating

“Hopefully, older adults who previously were unable to afford to see a therapist will now be more likely to do so,” said Andrea Callow, a policy lawyer with the Center for Medicare Advocacy. Now that 2014 is officially here, it’s time to start reviewing the Obamacare provisions that went into effect January 1. One change […]

senior couple talking

Estate planning is a difficult topic to address because it requires you to think about a world without you in it. No one likes to reflect on their own demise, which is why many people simply put estate planning off for another day and only get around to it when the chips are down. A […]

human miniature standing over piled coins

“Money can be divided pretty evenly, but the teacup that grandma always used? Maybe there’s only a $2 value associated with that teacup, but because of the sentimental value and the emotions around it, that causes the controversy.” While it is easier to think about an inheritance as money or assets, don’t forget the other […]

piggy bank

One big advantage of the trusteed IRAs: IRA owners can prevent their beneficiaries from spending down the accounts right away. An IRA is a very powerful tool, if you use it right. Your IRA can essentially serve estate planning purposes beyond simple retirement funding in the form of a “trusteed IRA.” A good place to […]