Life Transitions Planning

Housing Options for Seniors

Mar 26, 2024

About three million American adults aged 65 and older have moved in the last year, or roughly 6% of ...

Long-distance Caregiving: Caring For An Elderly Parent When You Live Out Of State

Feb 14, 2023

Maybe you moved away from your hometown for a job. Maybe your parents moved to a warmer climate afte...

Aging Parents and Estate Planning

Jul 22, 2022

Bringing up the topic of estate planning with your aging parents can be challenging, which is why ma...

Appointing Someone for Your Financial Decisions

Jun 28, 2021

No one likes to think about the prospect of being unable to make important decisions for themselves....

Tips to Protect Assets From Nursing Home Costs

May 18, 2021

As difficult as it may be to think about, there is a decent likelihood that you may someday need car...

Working From Home: Tips for Success

Feb 12, 2021

Little more than a year ago, many people would have said that the opportunity to work from home soun...

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

When Should You Update Your Estate Plan?

Aug 14, 2014

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...

Social Security Announces New Online Services Available

Jan 18, 2013

Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the serv...

Property Tax Exemption Extended To Nursing Home Residents

Dec 16, 2012

Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residen...