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tax law

Will New Tax Law Merely Create A “Phantom Windfall”

Since taxpayers will have to wait until 2019 to fully understand the effects of the new tax bill, there seems to be viable reason for…


bitcoin

Properly Protect Your Bitcoin And Other Digital Assets

Cryptocurrencies such as Bitcoin are growing ever more popular. It is no longer just those investors on the leading edge who are looking to cash…


long-term care insurance

Long-Term Care Insurance Could Mean An Increased Tax Deduction

I realize we are coming into the holiday season and our thoughts may resist being turned toward the 2018 tax season. However, the effort could…


senior travel tips

Senior Travel Tips For Every Season

Whether you are in the autumn of your life or not, fall is a season that many seniors and retirees relish because you can travel…


life insurance

What Would Happen To Your Family Without Life Insurance

Are you the major breadwinner in your family? If so, what would become of your family if you were to suddenly and unexpectedly die? Do…


medicaid

Medicaid Planning For Middle Class to Low Income Clients

The middle class in this country is diminishing rapidly. For those in the middle class, it requires every bit of wit and wisdom to hold…


Assets

Pre-Plan To Protect Your Assets

Let’s face it, money cannot make you happy, but it surely can make you more comfortable as you grow older. Even with minimal assets, it…


mental illness

Helping Those Who Suffer As A Result of Mental Illness

In the United States, starting back in 1949, May has been Mental Health Awareness Month. Even though I didn’t write about it last month, I…


medical crisis

It’s Never Too Early To Prepare For An Unexpected Medical Crisis

Many individuals and families tend to postpone, duck, ditch, and/or pretend they don’t need to have certain important conversations. These are the conversations about what…


VA Benefits

VA Benefits Are Scheduled to Change Soon. Plan Now.

Changes to the VA Aid & Attendance (A&A) Pension are certain to be implemented soon. All sources of information indicate that changes will be made…