In the United States, turning 65 years of age is a milestone on many levels, but before this birthday, there is a hefty checklist that you need to
The Unintended Consequences of Adding Your Child’s Name to Your Bank Account
Although it can be useful to have another party available to keep track of bills when you’re sick or away, adding a child’s name to a bank account may
Tips to Protect Yourself and Your Loved Ones from Elder Fraud
In the largest ever nationwide elder fraud sweep the US Department of Justice (DOJ) has identified more than 260 defendants in fraud accounting for
The Affect of Sugar on the Aging Process
A poor, non-nutritional diet, particularly one high in sugar can have disastrous consequences for overall health particularly in our more senior
The Challenges of Aging Alone
For some seniors in the baby boomer generation aging brings with it new challenges in the form of solo aging. Solo aging is a senior who has no
Holiday Wishes & Office Hours
We wish you and yours a happy and healthy holiday season, and we look forward to serving you in the New Year! As the holidays are approaching, we
Creative Financial Approaches to Long Term Care Services
Long term care insurance was sold aggressively in the 1980s and thereafter to offset the costs of seniors needing to live in a nursing home, assisted
An Opportunity to Say “Thank You”
As Thanksgiving approaches, we wanted to take a moment to say how thankful we are for our clients and colleagues and the confidence you have shown in