Planning for the Future Articles | Retirement Resource Guide

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

Understanding the Probate Process After the Loss of a Loved One

The loss of a loved one is never something pleasant to think about, but, unfortunately, as we head into our retirement years, we are often faced with the passing of our family and friends. And, chances are that you may be asked to assist in closing out the estate for [...]

Mary Ann2019-09-06T14:12:56-04:00September 6th, 2019|Elder Law, Estate Planning|

Leaving an Inheritance… It’s More Than Just Money

Leaving an Inheritance… It’s More Than Just Money

When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]

Mary Ann2019-09-05T12:27:19-04:00September 5th, 2019|Elder Law, Estate Planning|

“What’s your Back-up Plan?”

“What’s your Back-up Plan?”

When is the best time to purchase a generator? Before or after you need it? The uncertainty can be uncomfortable because we don’t know the repercussions of a power outage should it last a long time. It certainly gets our attention and upon restoration we realize how important power is. [...]

Mary Ann2019-09-05T12:16:37-04:00September 5th, 2019|Insurance|

To Change or Not to Change? Things to Know About Medicare

To Change or Not to Change? Things to Know About Medicare

When leaves begin to change color and we transition into fall, it is a reminder for most seniors to review their Medicare coverage and ask, “Is my plan still working for me or is there another option that would serve my needs better or save me more money?” [...]

Mary Ann2019-09-05T11:38:23-04:00September 5th, 2019|Insurance|

Tax Reforms Impact Business

Tax Reforms Impact Business

For small business owners, managing the bottom line of their company is often a top priority. If you operate a business of any kind, it’s important to understand the impact of the tax law changes that took effect in 2018 and how they may affect your business. Here are some [...]

Mary Ann2019-09-05T11:29:40-04:00September 5th, 2019|Financial Planning & Money Management|

User Beware!

User Beware!

In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

Mary Ann2019-09-05T11:39:58-04:00September 5th, 2019|Financial Planning & Money Management|

Picking a Medicare Advantage Plan

Picking a Medicare Advantage Plan

Do you feel a little bit like you’re playing a guessing game when you try to pick a Medicare Advantage plan? The choices can be confusing. Which plans do your doctors accept? Which have the best customer service? Are your prescription medications covered? Which supplemental benefits are the best? [...]

Mary Ann2019-09-05T10:47:55-04:00September 5th, 2019|Insurance|

5 Tips to Get Your Legal Affairs in Order

5 Tips to Get Your Legal Affairs in Order

Death or incapacity can creep up on anyone. If you’re not prepared, your family could bear a heavier burden when handling your estate and financial affairs. Here are five tips to help everyone lighten the load. Make an estate plan. One of the most important things you can do to [...]

Mary Ann2019-06-12T14:45:09-04:00June 12th, 2019|Elder Law, Estate Planning|

Hope … What Does it Mean to You?

Hope … What Does it Mean to You?

"Hope" is a comforting word that often gives us peace and calmness. It sometimes stirs emotions of confidence about our future. One of the most popular lines in the 1994 movie classic "The Shawshank Redemption" says, “Hope is a good thing, maybe the best of things, and no good thing ever dies." [...]

Mary Ann2019-06-12T14:24:05-04:00June 12th, 2019|Insurance|

Summer Fun and Financial Preparedness – They Can Go Together

Summer Fun and Financial Preparedness – They Can Go Together

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

Mary Ann2019-06-11T15:04:48-04:00June 11th, 2019|Financial Planning & Money Management|

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