fbpx

How and Why an Alzheimer’s Caregiver Should Ask for Help

As the caregiver for a loved one with Alzheimer’s disease, it can be really easy to focus so much on providing the best care possible for that loved one that you forget about yourself. After all, you’re not the one who is suffering from such an unfair disease — it is...

Do You Have an Asset List? Here are 10 Things to Include on It

We have talked about and written on everything and anything about estate planning over the years. And we are happy to report that many clients just like you and your family are not only listening but also putting our practical tips to good use. So here is another tip:...

The Retirement Life: Celebrating the career of our own Tammy Stark

Tammy Stark will be the first to admit that being newly retired feels a little weird. Don’t get her wrong, she’s overjoyed to finally have more time to read, spend time with family, and, of course, do lots of quilting. But old habits are difficult to break. “The alarm...

Medicaid Frequently Asked Questions

It is no secret that being an Alzheimer’s caregiver is overwhelming. Not only is providing 24/7 care for your loved one emotionally, mentally, and physically draining, but wrapping your brain around every law, all the proper estate planning strategies, financial...

7 Benefits of Establishing a Retirement Plan Trust

We have all been told multiple times that saving for retirement is important. It may not have seemed like a big deal when we were younger, but we sure did recognize the importance as we aged. Simply put, saving money while we were still working and not touching it...