Retirement and Tax Planning
Retirement planning and tax planning are intertwined. A retiree may have several buckets to draw money from for their living expenses. While the money from…
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Reverse Mortgages For Seniors
If you’re 62 or older – and want money to pay off your mortgage, supplement your income, or pay for healthcare expenses – you may…
Keep Your Resolution To Get Organized
The start of each New Year brings renewed energy and commitment to personal goals and resolutions. Year after year, as I turned the calendar from…
What Is Elder Law?
It is a question we hear often. What is elder law? And what does an elder lawyer do? The term “elder law” encompasses many areas…
Organizing Your Family Information Binder
What is the best way to communicate with family members about your medical, financial, and legal documents and information? Create a Family Information Binder. When…
Identity Theft: Don’t Let It Happen to You
Identity (ID) theft is a crime where a thief steals your personal information, such as your full name or social security number, to commit fraud.…
For Richer Or Poorer: Have A Financial Conversation With Your Spouse
Having a financial conversation with your spouse may be harder than scheduling a date night. While it may be boring and uncomfortable going over finances and…
Pandemic? Time For An Estate Planning Checkup!
Our lives have been upturned with the Covid-19 pandemic. When families are faced with sudden hospitalizations, life becomes chaotic. If you have aging parents or…
Roth Conversion – Should I Consider One?
As you consider doing a Roth Conversion, here are some invaluable points to help with your decision. A Roth conversion is the process of converting…
Case For Cash In Your Portfolio
When the bull market is going strong, it’s hard to be in cash when it is earning 1-2%. Until that bull market turns into a…