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Part 2 of Series There is no doubt that the amount of insurance we need throughout our lives change as circumstances change. I know this firsthand as a father who just added a teenage driver…
As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term. It may be more square footage than needed, or may…
Consider a Pledged Asset Line Many retirees consider the benefits of downsizing their home at some point. According to Zillow, 46% of Baby Boomers who sold their homes in 2017 were in the process of…
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…
Imagine you have just gone through a thoughtful estate planning process. Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is…
Written by Eileen Stevens and Lisa Neira The House Ways and Means Committee recently unveiled their draft tax plan, part of President Biden’s new “American Families Plan” proposal. While many ideas were floated to increase…
Healthcare has changed dramatically in the last decade from access and advancements to insurance and privacy. Cost transparency for the healthcare consumer has become increasingly important. With several important healthcare changes on the 2022 horizon,…
Five years ago, I wrote about the importance of having certain estate documents for your college-aged or single adult children. Revisiting this topic now seems as important as ever as we adopt to this new…
Over the years, we have worked with many clients who have different views on gifting to their children or grandchildren. For some, making life worry-free for future generations is a top priority. Others believe that…
Before you roll the windows down, put your foot on the gas and drive off into the sunset, you need to decide: buy or lease? It’s not a fun decision like horsepower or paint color,…