Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
How to Pass Down Your Family Wealth Legacy During The Holidays
FAQs About Long-Term Care Insurance
The Perfect Father’s Day Gift for Every Father
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship – Part 1
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
5 Tips For Keeping Kids Connected With Grandparents During the Pandemic
What You Should Know About Long-Term Care Insurance
Planning for Seniors
4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse
Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money…
Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)
If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between…
The Downsizing Generation: Handling a Surplus of Stuff When a Loved One Ages
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms,…
The Real Cost of Caring
Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate…
What Happens to Your Body When You Die? The Choice Can Be Yours.
Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortunately, failing to plan for that event can leave your wishes unattended to and your family grief struck and unsure how…
Generational Wisdom in 32 Questions
What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions. Brendon Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014) says asking your…
How Can I Plan for a Strategic Retirement?
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life…
When Duty Calls: Navigating the Sandwich Generation with Ease
The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation. This growing population of professionals are often still raising kids at home…
Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have…
Does Your Parent Need Help With Finances? Start Here
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging…
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