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“The Dow dropped 1,000 points!”, screams the television financial reporter. So, what?  I don’t know why financial reporters, analysts, and the financial

While people create trusts during their life, estate plans often include the creation of trusts at death. Knowing who you will put

In the financial planning world, annuities can feel like a dirty word.  They are an extremely polarizing topic. Some people shout from

Last Updated on October 25, 2022 One of the common questions I receive from people approaching retirement or people in retirement is,

Let’s talk about the impact of caregiving – notably, the negative effects of caregiving.  I’ll spend a little time talking about the

It’s that time of year where you should start to receive your Medicare “Plan Annual Notice of Changes” (ANOC). It usually arrives

Many people I meet prefer the idea of aging in place. Unfortunately, aging in place is expensive and not possible for everyone. 

Last Updated on January 24, 2023 Unlike most experiences in life that you can do more than once, you get one opportunity

Last Updated on October 25, 2022 “Do I need international stocks?” is a common question that is heard after strong returns in

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