Tag Archive | "planning"

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Life Stages And Estate Planning

Estate planning is not a one-time endeavor. Unfortunately many people believe that they do not need an estate plan until they approach retirement.

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Finance, money, couple, meeting, advisor

Medicaid Application Is More Complicated Than It Looks

There are tricks and pitfalls when filling out a Medicaid application form that an elder law attorney can help you avoid and help accelerate the process while preserving assets.

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Couple

Preserve Your Lifestyle With Sound Legal & Financial Planning

Living a purposeful and healthy lifestyle seems to have become a mantra for our growing aging population.

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Couple, advisor, retirement, finance,

Estate Planning: Procrastination Could Have Harmful Results

Even if a person has few assets or no children, estate planning also includes provisions for important decisions during life.

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Finance, retirement, savings, couple

Why Retirement Planning Should Include Long-Term Care Costs

A 65-year-old today can expect to incur $138,000 in long-term care costs over their lifetime.

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Money

How to Pick a Retirement Account

Whether you’re starting your career, approaching retirement or you’re somewhere in between, it’s important to understand the various options available to help you reach your retirement goals.

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