Planning for the Future Articles | Retirement Resource Guide

“It’s Coffee Time”

“It’s Coffee Time”

Interesting Fact: The tiny slit opposite your sipping hole on the coffee cup lid is a 1980’s creation that allows proper airflow preventing splashes and liquid surges as you drink avoiding scalding yourself. That tiny unnoticed idea placed for a reason is to assist your drinking pleasure. A properly designed long term care plan [...]

Mary Ann2022-08-17T15:56:09-04:00April 8th, 2020|David Haynes, Insurance|

Getting The Most Value From Your Medicare Advantage Plan?

Getting The Most Value From Your Medicare Advantage Plan?

When a new year begins, why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras [...]

Mary Ann2020-04-08T12:13:34-04:00April 8th, 2020|Insurance|

Navigating a Great Transition

Navigating a Great Transition

Preparing for a Great Transition from one generation to the next has been on our minds recently. We realize the challenges of the several aspects of this Great Transition: healthcare, custodial or long term care, housing for the aging generation, and the need for resources by the younger generation who [...]

Mary Ann2020-08-04T19:15:01-04:00December 16th, 2019|Financial Planning & Money Management|

How to Cope & Live with Alzheimer’s

How to Cope & Live with Alzheimer’s

In 2020, millions of people will receive the shattering news of an Alzheimer’s or dementia diagnosis. Every week I share critical information and guide people through the aging process, and Alzheimer’s disease is something that comes up frequently for families. While this is never something you want to experience, [...]

Mary Ann2019-12-16T15:55:20-05:00December 16th, 2019|Alzheimer's and Dementia Care, Elder Law|

To Rent or Own Your Second Home?

To Rent or Own Your Second Home?

The dream scenario for many retirees is to have a second place to call home. It may be a house or condominium in a warmer climate that allows you to escape the cold winters, a retreat at a lake or resort location where you can spend extended periods of time, [...]

Mary Ann2021-06-18T16:08:37-04:00December 16th, 2019|Financial Planning & Money Management|

“A Game Winning Play”

“A Game Winning Play”

Boston College football quarterback, Doug Flutie’s 1984 “Hail Mary” final second, game winning pass against Miami has become an iconic collegiate football play that underscores how quickly an event can change. Flutie later remarked that the play was specifically designed and was practiced hundreds of times never knowing if or when [...]

Mary Ann2022-08-17T15:56:22-04:00December 16th, 2019|David Haynes, Insurance|

Medicare – How Should I Prepare?

Medicare – How Should I Prepare?

When you turned 16, you didn’t automatically get your driver’s license; instead you had to take an exam and prove that you were a safe driver. There was a specific order and procedure for getting your driver’s license, and the same is true for enrolling in Medicare for the first time when you turn 65. Much like you anticipated [...]

Mary Ann2019-12-13T16:57:25-05:00December 13th, 2019|Insurance, Resources|

Understanding the Probate Process After the Loss of a Loved One

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 Ann2022-08-17T15:56:36-04:00September 5th, 2019|David Haynes, Insurance|

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