Estate Planning 101
Estate Planning 101 At its most basic, an estate plan is your plan to control your assets during life and…
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Pros and cons of taking Social Security at 62
Pros and cons of taking Social Security at 62 Last week’s blog explored the 10 reasons why today’s retirees are…
10 Reasons Today’s Retirees are Relying on Social Security
10 Reasons Today’s Retirees are Relying on Social Security This is the first of two-blog post that will focus on…
Two provisions under the new tax law positively affect ABLE accounts
Two provisions under the new tax law positively affect ABLE accounts The Tax Cuts and Jobs Act includes two provisions…
Refinancing your principal residence when owned by your revocable living trust
Refinancing your principal residence when owned by your revocable living trust We occasionally get calls from clients who are trying to…
How Caregivers Can Deal With Stress Related Insomnia
How Caregivers Can Deal With Stress Related Insomnia Imagine a 50-year-old man caring for his elderly mother. His mother lives…