The death of a spouse completely changes one’s world. We are often asked what a married person should do when their spouse dies. It is
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Spring Forward, Fall Back
Many people feel it’s an inconvenience to push clocks ahead in Spring and then push them back in Fall. It seems like we all forget
Your Family Name
What is the most valuable thing you own? Is it your house, a car, or maybe that boat you saved for? Some things are just
Why NOT to add your child as a joint owner on your accounts….
Clients frequently tell me that they want to add their son or daughter as a joint owner on all of their accounts and assets “for
Veterans’ Benefits
Thank you to all Veterans for your service. Words cannot adequately express our gratitude to anybody who has served or is serving in our military.
It’s Time Again To “Sing For A Cure”! We Hope You Show Up & Join the Fun!
Please join us and our partners at this lip sync competition to benefit the Walk to End Alzheimers on Wednesday, October 3rd, 2018 at 6:00pm
To Drive or not To Drive
Let’s hope all of us are fortunate enough to have our parents and grandparents live to ripe old ages. We all benefit from their wisdom,
Thank you, Mr. Nagy
I was recently listening to a conversation between my wife and my daughter talking about their favorite books. As a first grade school teacher, my
Teamwork and dealing with daunting tasks.
Sometimes difficult tasks seem so daunting that we simply give up. The following parable by N.S. Gill might give us another avenue when dealing with
Should I use a retirement calculator?
Many clients ask me if they should use a retirement calculator, and my answer is always the same…. No. Although retirement calculators are great
Senior Rights & Protection
Protecting seniors’ rights is an important government function. Congress has created the county Area Agencies on Aging, which provide numerous services for seniors. Knowing what
The Trouble Tree – Leaving Stress at the Door
After a long, hard day at work, it’s sometimes difficult to disconnect from the day’s stresses before you arrive home to your family, which is
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