Latest Articles

What You Should Know About Getting Married Later in Life

Aug 14, 2018

When you think of newlyweds, you probably imagine a blushing bride and dashing young groom with thei...

Discussing Estate Planning With Your Parents

Jul 26, 2018

Discussing estate planning with your parents as they age is an uncomfortable prospect. You don't wan...

Disaster Preparedness: What You Need to Know About Your Homeowners Insurance

Jul 18, 2018

Do you have a homeowners insurance policy? Terrific! Do you know exactly what if covers? Probably no...

Retirement Checklist: Ten Things To Do Before Retirement

Jul 06, 2018

Retirement has always been off on the hazy horizon, but suddenly, it's coming into sharper focus. Su...

The One Surprising Thing You Can Do To Live Longer

Jun 27, 2018

We're constantly bombarded by news about things we should—and shouldn't—do for the sake of our h...

Sending Your Child to College? Do These Five Things First.

Jun 20, 2018

If your child has just graduated high school, you are probably savoring this last summer together be...

Don’t Procrastinate on Your Estate Plan!

Jun 08, 2018

There are things in life we need to do, but we often struggle to do them. It's not that we question ...

Seven Reasons to Hire Your Child to Work for Your Small Business

May 25, 2018

If you're a small business owner, you likely embody certain traits: self-motivation, creativity, per...

How Seniors Can Protect Their Driving Privileges

May 16, 2018

Google the title of this blog post, "How Seniors Can Protect Their Driving Privileges," and take a l...

What Will the New Tax Law Mean for Seniors

May 09, 2018

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, partic...