Retirement

Many estate plans aren’t as solid as the estate owners and their families believe. Key defects are widespread. The imperfect estate plans either won’t deliver the expected results or meeting their goals will cost significantly more than anticipated. Be alert to the possibility that your estate plan has one or more of these gaps. Letting

Do you have any idea of how you would care for both your parents and kids? Would caring for your parents leave you broke? Whether you like it or not, at some point, your parents will likely need your assistance as they age. How you handle it is up to you. Is Sandwich Generation Financially

One week before Thanksgiving, I spoke with a woman who was not happy with her Medicare Part D plan. “I need to change and would like to get my husband’s Mutual of Omaha drug plan. He’s very happy with it and not going to make any changes.” An alarm bell went off in my head.

As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates a strong labor market, and wages are keeping pace with inflation. While we cannot control the uncertainty of the economy, market conditions, or the future tax environment, investors can create a well-structured plan to help

Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own work/life/family together? You want to be a loving adult child, but some parents can be very demanding. They might expect you to be at their beck and call and you feel gulity if you say