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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…


Financial Health

Have You Gotten a Second Opinion for Your Long-Term Financial Health?

Photo Credit: Flickr/401(K) 2012 We are so accustomed to seeking a second opinion for our physical health, yet how many people seek a second opinion…


Fiduciary

How to Protect Yourself if Fiduciary Ruling Goes Away

Many in the financial industry are up in arms over the Obama-era fiduciary ruling designed to protect investors from financial advisors who have their own…


financial fears

The Greatest Financial Fears of Most Retirees

Retiring has almost always been looked forward to as the “golden years.” A time to relax and do the things you love to do after…


tax planning

Tax, Financial and Education Planning for 2017 Without a Crystal Ball

With so many things up in the air for the possibility of change with a new president-elect, it would be wonderful to have a crystal…