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…
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…
If you’re 62 or older – and want money to pay off your mortgage, supplement your income, or pay for healthcare expenses – you may…
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…
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…
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 (ID) theft is a crime where a thief steals your personal information, such as your full name or social security number, to commit fraud.…
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…
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…
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…
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…