Articles

Things You Need to Know About The Secure Act in 2020

Strong relationships. Gay senior couple making laugh and looking at camera Congress has passed a bipartisan appropriations bill. In the contents of this spending bill is a piece of legislation known as the Setting Every Community Up for Retirement Enhancement Act...

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How to Effectively Talk to Your Kids About Their Inheritance

Cheerful happy family spending good time together while cooking in kitchen Many parents are uncomfortable talking to their kids about their wealth.  Talking about how much money or property you have is usually viewed as taboo.  Asking someone else about what they have...

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The Pitfalls of Medicare Benefits and Divorce

Senior couple at home. Handsome old man and attractive old woman are having relationship problems. Sitting on sofa together and looking to opposite sides. Harry and Wanda got married late in life. This was their second marriage, and both had children from the prior...

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Why an Advanced Healthcare Directive is Important in 2020

Why an Advanced Healthcare Directive is Important in 2020

In this Covid-19 epidemic, a wrenching question especially demands an answer: if you or someone you love is taken down into life-threatening illness, how far would you want extreme life-prolonging measures to be tried? For us who are particularly vulnerable – seniors,...

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Should You Take Your Social Security Benefits Early?

Should You Take Your Social Security Benefits Early?

512398 Receiving your social security benefits at an earlier age will not reduce the overall amount of your benefit over time. Because you will be taking it at a younger age, your monthly payment will be smaller than if you had waited but the aggregate payout overtime...

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The Importance of Advanced Directives In Estate Planning

The Importance of Advanced Directives In Estate Planning

Most of us don’t like to think about the possibility of something harmful happening to us or a loved one. Because of this, we rarely think about how to protect ourselves and our loved ones if the worst were to happen. However, just as it is important to buy home...

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5 Things You Need to Include In an Estate Plan

5 Things You Need to Include In an Estate Plan

512398 Estate planning is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning, because they do not want to think about the end of life, failing health or disability. Others believe that...

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