Planning for the Future

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.

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5 Tips for Buying a House in Today’s Competitive Market

Today’s housing market is creating more and more hurdles for homebuyers. According to The National Association of Realtors, the number of homes for sale has steadily declined over the past three years. At the same time, interest rates hikes are increasing monthly mortgage payments. In this competitive environment, potential homebuyers [...]

2021-06-18T16:16:51-04:00March 18th, 2019|Financial Planning & Money Management|
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Clean Up. Fix Up.

Spring cleaning used to be a time when we really cleaned. Now it’s an expression for an exercise where many of us resolve to “get organized” or “get my affairs simplified” or some version of launching a new year with a better version of the old. As we age, this [...]

2020-04-13T18:55:33-04:00March 18th, 2019|Estate Planning|
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The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2020-02-14T16:44:12-05:00January 14th, 2019|Elder Law, Estate Planning|
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“Long-Term Care”–Three Words that Can Forever Change a Family

Three words families want to hear are “I love you.” Three words families don’t want to hear are “long-term care.” But these are words that many families learn the hard way when a loved one’s extended care event begins. Long term care is assistance provided to loved ones because [...]

2022-08-17T15:57:23-04:00October 27th, 2018|David Haynes, Insurance|
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