Blog

One day last summer, after he disputed nursing home bills that had suddenly doubled Mrs. Palermo’s copays, and complained about inexperienced employees who dropped his

Developing a financially sustainable plan for retirement can be one of life’s most stressful processes. Those considering retirement need time to look at the many

The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and

Mom and Dad may be entitled to more money or discounts than you think. Experts let us in on a few resources most people overlook.

It took Jennifer Kaylin 13 months, reams of paperwork and untold hours on hold to get the Title 19 benefits — Medicaid funds for people

Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time

One of the most difficult things in life is to look after your own parents. This includes the oftentimes uncomfortable areas of estate planning and

It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid

For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot

So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to