Retirement is the light at the end of the tunnel. A lifetime of working hard, saving money, and...
Estate Planning 101: Creating Wills, Trusts, and Advance Directives
Estate planning is a crucial process that ensures your assets are managed and distributed according...
Risking the Nest Egg: Using Retirement Savings for Long-Term Care
The U.S. Department of Health and Human Services estimated in 2020 that 50-70% of those now turning...
Using a Health Savings Account to Pay for Long-Term Care
Most of us have heard of a Health Savings Account (HSA), but many don't understand the...
What Are the Different Types of Second Homes?
A second home can encompass a variety of living arrangements. Whether you're considering a house,...
Second Homes: Buy or Rent?
Many assume a second home means purchasing a house, condominium, or mobile/manufactured home....
Talking to Your Adult Children About Money: Yours and Theirs
Benjamin Franklin famously said, "…in this world nothing can be said to be certain, except death...
5 Reasons Your Adult Children May Need Help Financially
The children of the Boomer generation have faced a different financial landscape as compared to...
Is a Second Home a Good Investment or Income Opportunity?
Among the many motivations for purchasing a second home, buyers must consider the financial...
Should You Help Your Adult Children Financially?
Most of us assumed (or hoped) our children would be independent when they entered adulthood....
