Planning for long-term care can give you peace of mind and protect loved ones from financial challenges. A recent study reveals that not even half of Americans 65 years of age or older have given much thought, if any, to the possibility of needing and planning for long-term care, according to Plan Advisor in the […]

senior couple standing together

You can have a firm grasp on your benefits. While you may think you understand Social Security benefits, don’t be surprised if you don’t know what you don’t know about them, according to The Motley Fool in “4 Signs You’re Thinking About Social Security Benefits the Wrong Way“. Here are some issues you may not […]

extended family

So, just what is going on with your life, the kids, your health, their health, their future plans? Don’t just ask for the proper documents to create an estate plan. Make sure that your attorney knows what is actually going on in your life, according to the Citizen Times in “Expert advice: 6 financial decisions […]

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It is important to understand the new tax laws and your opportunities. There has been considerable dialogue about the individual income tax rates in the new tax laws. However, there are also new opportunities for new tax-saving strategies, according to CNBC in “If you’re married and near retirement, consider this tax-saving strategy“. For example, if […]

consulting client

The emotional support should be enough to get you started. Organizing your finances and creating an estate plan can be very simple. However, it is often avoided by many people, despite the peace of mind to you and your loved ones, according to The Brownsville Herald in “Additional Financial Protection for your Family: What to […]

man helping a woman on a wheelchair

Estate planning is crucial for parents with children with special needs. Parents want to give support to their children to develop through the years and continue after the parents are gone. Parents with children with special needs have an even bigger challenge, according to the Austin American Statesman in “How to plan your estate when […]

Happy old couple

How do you help you and your family in the next phase of life? You’ve taken care of your children from their infancy through their college years. What more should you do for them? While you are planning for your later years, you can also make things easier for them, according to The Christian Times […]

Elderly lady typing on laptop

Digital Files could remain forever, unless action is taken. The digital world has created many new issues which have an impact on almost everyone in today’s world. Unlike your other assets, digital isn’t a tangible item and could exist forever, according to the Press-Republican in “The great digital beyond“. Digital is a relatively new issue, […]

Woman Looking to Side

Continue to support your family and reduce some stress. A legacy is the culmination of our lives stored in the hearts and memories of those we knew and loved. Much of your legacy is how you finish your final years and the support you give your family, according to The Post and Courier in “How […]

hospital direction

Many Americans don’t know about them or fail to use them, despite the advantages. Even though health saving accounts (HSA) are an excellent retirement tool, many people still don’t know about them or take advantage of them, according to CBS Moneywatch in “Many savers missing out on the HSA’s benefits for retirement“. One strength of […]