Blog

• Your Executor Doesn’t Want to Serve?

  October 09, 2022

  What if Your Executor Doesn’t Want to Serve? When you’ve finally come to determine who you trust enough to serve as your executor, you’ll need to take the next step. It involves having a conversation with the person about what you are asking them to do. You’ll need to ask if they are willing, says […]

• Strategies for the “Sandwich” Generation

  October 05, 2022

  If you are taking care of your aging parents and still helping your own children, you are part of the “sandwich” generation. If you feel as if you will never be able to go off duty because of all the people who make demands on your time and money, here are some strategies for the […]

• 5 Foods You Need in Your Diet for More Energy

  October 02, 2022

  If you’re feeling run down, you’re not alone. According to the Mayo Clinic, fatigue is one of the most common health complaints. While many things can cause fatigue, diet is often a factor. If you’ve eaten a big bowl of pasta for lunch and then struggled to stay awake later, you’re not alone. Certain foods, […]

• The Secret Retirement Account HSA

  September 30, 2022

  Medical care is one of the highest expenses in retirement. There is a way for you to save funds for these costs with a triple tax benefit. You do not get taxed on the money you contribute to your Health Savings Account (HSA), on the money you withdraw from it to pay approved medical expenses, […]

• Remaining Even and Fair in Estate Distribution

  September 24, 2022

  Treating everyone equally in estate planning can get complicated, even with the best of intentions. What if a family wants to leave their home to their daughter, who lives locally, but wants to be sure that their son, who lives far away, receives his fair share of their estate? It takes some planning, says the […]

• It’s Better to Plan Ahead

  September 20, 2022

  It’s Better to Plan Ahead. Two stories of two people who managed their personal lives very differently illustrate the enormous difference that can happen for those who refuse to prepare themselves and their families for the events that often accompany aging. As an article from Sedona Red Rock News titled “Plan ahead in case of […]

• How Do Prenup and a Postnup Vary?

  September 18, 2022

  “yours is the light by which my spirit’s born:yours is the darkness of my soul’s return—you are my sun, my moon, and all my stars” E.E. Cummings “The best thing to hold onto in life is each other.” Audrey Hepburn Investopedia recently published an article, “Prenup vs. Postnup: How Are They Different?” It explains that […]

• Inheritance now what?

  September 13, 2022

  Inheritance now what? Inheriting money puts a whole new spin on your outlook on money, says The Kansas City Star in its article “Coming into some money? Be wise with it.” Should you pay off your debts first, if you have any? Make a list of your debt balances and their interest rates. If the […]

• Busy People Need to Make Time for Retirement Planning

  September 04, 2022

  If you’re a busy mom or dad; are committed to long hours at work or have a successful career, maybe a real estate developer or a physician, you’re too busy to think about retirement. However, just like you had to prepare for your current position, you need to prepare for your life after you stop […]

• Trouble sleeping? You might be getting too much of a good thing

  September 01, 2022

  You probably already know that a lack of sleep can make it hard to concentrate and make you irritable, but did you know how much sleep is ideal? Finding that perfect sweet spot between not enough sleep and too much sleep is important for all ages, particularly as we age. Studies have shown a link […]

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