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Planning for Retirement with a Plan

Planning for Retirement with a Plan

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

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Helping Your Parents Downsize

Helping Your Parents Downsize

A mother who just turned 75 wants to downsize from her four-bedroom house. Her husband passed away six years ago, and she owns her home

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Advice for Adult Caregiving

Advice for Adult Caregiving

Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early

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Make It a Very Happy New Year

Make It a Very Happy New Year

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

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Tips on Finding Cash for Mom and Dad / York, PA

Tips on Finding Cash for Mom and Dad / York, PA

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.

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Medicaid Reminders / York, PA

Medicaid Reminders / York, PA

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

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What’s Your Financial New Year’s Resolution? / York, PA

What’s Your Financial New Year’s Resolution? / York, PA

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

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Three Questions to Ask Your Folks / York, PA

Three Questions to Ask Your Folks / York, PA

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

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Keys to Creating an Effective Estate Plan

Keys to Creating an Effective Estate Plan

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

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Advice for Recent Retirees

Advice for Recent Retirees

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

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Financial Success in The New Year / York, PA

Financial Success in The New Year / York, PA

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

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Do You Get An “A” for Your Retirement Planning? / York, PA

Do You Get An “A” for Your Retirement Planning? / York, PA

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

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