Unfortunately, as the population begins to age, more and more seniors are being taken advantage of, sometimes unintentionally, and all too often intentionally. Either way,
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Concerns For Caregivers
As our loved ones age it is very common for family members to want to care for them and keep them at home as long
Attention Parents!
Parents have a seemingly endless “to do” list, but one important item that may not be on their radar is estate planning. Many people,
Reviewing Estate Planning Documents Upon Marriage
Many unmarried domestic partners create estate planning documents, often naming each other in various capacities (e.g. executor, agent under a power of attorney, beneficiary of
Can You Retire When You Want?
You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your
How Do I Move Funds From a Traditional IRA into an HSA?
If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,
What’s the Difference Between “Legacy Planning” and Estate Planning”?
Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will
What Happens to My Debt When I Die?
A retirement plan isn’t set without some thought and planning on how to transfer any unspent assets to people we’d like to benefit after we
A Few Tips on Retirement Planning
The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your
Compliance Deadline for New Fiduciary Rule Delayed
Financial advisers now have until July 2019 to fully comply with the new fiduciary rule. This requires advisers to recommend investments best for their clients,
New Mexico Looks at Guardianship Reform
There’s been a nagging question in the months of debate over reforming New Mexico’s guardianship system. The question? How to ensure that estate plans and
Does Medicaid Get My House?
If your father is a widower and needs long-term care but he but can’t afford it, he may consider applying for Medicaid. Therefore, what happens
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