Safe Banking for Seniors

Safe Banking for Seniors
Safe Banking for Seniors
The American Bankers Association has put forth a campaign called Safe Banking for Seniors, to educate seniors and their caregivers (more…)
Changes to Social Security and Medicare in 2016
Changes to Social Security and Medicare in 2016
Last month President Obama signed a budget bill that includes changes for both Social Security and Medicare laws. The following (more…)
IRA Myths
IRA Myths
Due to tax laws and distribution rules, knowing your IRA options can get quite confusing. An article on Time.com (https://time.com/money/3962730/costly-ira-myths/) (more…)
Veteran’s Health Benefits
Veteran’s Health Benefits
Those who served in the U.S. military may be eligible for health benefits through the Veterans Administration (VA). Generally for (more…)
Honoring Veterans Day
Honoring Veterans Day
On Veterans Day and always, we thank our United States military from the bottom of our hearts for your unwavering (more…)
Aid & Attendance
Aid & Attendance
Are you a veteran?  Or the surviving spouse of a veteran?   The Aid & Attendance (A&A) increased monthly pension can (more…)
Do-it-Yourself-Wills & Estate Planning – the Big “No No”
Do-it-Yourself-Wills & Estate Planning – the Big “No No”
Many people recognize the importance of having a Will and other estate planning documents. However, to avoid the cost and (more…)
Planning in the Present for Parents
Planning in the Present for Parents
A recent article on MarketWatch.com used a compilation of surveys to shed light on the fact that an alarming amount (more…)
Mistitling Accounts
Mistitling Accounts
As part of a 30-day series on estate planning strategies, Financial-Planning.com included an article about the mistitling of assets. The (more…)
Be Careful with Joint Accounts
Be Careful with Joint Accounts
We recently came across an example that highlights the need for planning ahead with the help of a knowledgeable professional. (more…)