Estate Planning and Eldercare
Posted: February 14, 2019
You’re hoping to leave a nice legacy to your loved ones, something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?
Posted: March 2, 2018
An increasing number of people over 50 are deciding to cohabit with a partner rather than get married. Here is some advice on the financial-related issues for older couples starting a new chapter together.
Posted: August 29, 2016
During such an emotional time, it can be difficult to remember what needs to be done, keep track of important documents and, especially, to make hard decisions that no one wants to make. We recommend the following steps to take in the event of a loss of a loved one.
Posted: June 20, 2016
Learn about the current financial landscape same-sex couples have. We offer some advice on how to address these unique challenges.