Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis,…
Say your spouse is living in a nursing home because of advanced Parkinson’s. Your spouse is currently receiving Medicaid benefits to pay for the high cost of that care. If you were to pass before your spouse, you wouldn’t want…
For many people, real property, including their home, is a big part of their overall net worth. How the home and other pieces of real property is titled deserves careful consideration. Real estate constitutes the land and any structure, including…
Well managed money brings with it a freedom of lifestyle in retirement. Sadly, reports say that less than 5 percent of Americans will be financially free by the age of 65. Changes in the U.S. economy coupled with increased health…
Kiplinger.com is suggesting it is time to rethink your financial retirement portfolio. You may have built up a significant nest egg in a 401(k) plan, but it does come with serious baggage during your golden years. It is impossible to…
If you are a part of the millennial generation or younger, there is a steady path you can pick that can over time make you a self-made millionaire. It does not require a unique set of skills, specialized knowledge, or…
Join us for a Morning Information Series hosted by The Kenwood by Senior Star. This complimentary breakfast information session will dive into two topics that are of interest to anyone ages 40 and older. Each topic will be a…
Have you talked to your parents about their estate plan? Do they have one? If they do, do you know what it is and where to find the information? Do you know what attorney drafted his/her will? If the answer…
A question I get fairly often is: “If I die can I designate someone other than the biological parent to care for my child”. The short answer: Yes, but it probably won’t matter. The long answer: When creating your Last…