We are often asked whether or not people should preplan their funerals, and my response is always (with a smile on my face), “Absolutely, assuming
Blog
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
Tuesdays with Morrie
Did you ever wonder about the true meaning of life? Things like why are we here? What is expected of us while we are here?
Alzheimer’s Disease
I was recently reading an article in the USA Today about a report from the Center for Disease Control (CDC) entitled “Alzheimer’s Disease, Dementia Cases
Wall Street
Every evening, many of us settle into an easy chair to watch the news. The anchor usually ends her or his report by telling us
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 even
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