NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well
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Investing Trust Assets 101
Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which
Olympic Event Can Show “Rio” Important Retirement Planning Tips
Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon? The Des Moines Register’s article, “How
SAVE THE DATE FOR OUR FINANCIAL ADVISORS BOOT CAMP!!!
Bellomo and Associates Financial Advisors Bootcamp will be held on October 21st at Spiritrust Lutheran The Village at Sprenkle Drive. Enhance your career and earn
Family Long-Term Care Isn’t a Cure-All for Seniors
With people living longer, odds are that many of us will become disabled for some time before we pass away and will need some long-term
It’s Time for a Midyear Checkup—Financially Speaking
Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Elder Abuse Grows with Senior Population
The Administration for Community Living says that hundreds of thousands of older persons are abused, neglected and exploited every year, reported The Hillsdale (MI) Daily
Do Some Simple Planning with College-Bound Children to Sleep Better at Night
Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”
How to Solve the Issue of Passing Your House to Your Heirs
No one likes to think about passing away, but when you do, you’re going to leave stuff behind. If you’re leaving behind modest assets, then
Rolling Stone Jagger Needs Estate Planning for Expected Arrival
When Rolling Stone Mick Jagger isn’t on stage later this year, he’ll probably be at home changing diapers at age 72. Mick is awaiting the