Retirement Finance Legal

Estate plans need to be updated periodically, especially by older adults. Frequently revising your estate plans is important as you age because your circumstances change more frequently than at previous points in your life. While you and your estate planner should review your...

If a parent or senior loved one appointed you in an advance directive to make his or her medical decisions, would you know what to do? In a medical crisis, even straightforward instructions may seem ambiguous when you’re the one responsible for life-and-death decisions....

Last Updated: February 12, 2019 There are a number of reasons that elderly parents suffer from financial duress. From cognitive impairment to illness to medication problems, it doesn’t take much for everyday expenses and unpaid bills to cause financial trouble. It’s...

The needs of families balancing their employment and senior care have now been recognized by Starbucks. The multi-billion dollar company is unveiling a new perk to help employees care for their senior parents. While this move is one that is greatly needed by many, and will...

The New Year brings hope for many things, including better finances. In order to achieve better fiscal success, you need to be diligent about your financial forecasting, spending and strategizing. Here are three of the top ways to achieve better finances. 3 Ways to Achieve Better...

The new Trump Tax Plan may look intimidating, but the good news is that this new tax plan can actually help you save on healthcare expenses. This is great for seniors and their families who may have high healthcare costs or be paying for senior living. Learn more about the new...

Life expectancy is increasing, yet many families haven’t planned for a long retirement. If you, a parent or senior loved one are looking to expand your retirement income, here are a few tips. How to Expand Your Retirement Income Life expectancy is increasing with today’s...

Tax Day is around the corner and time is of the essence when it comes to preparing your 2018 tax return. See what retirees can expect from the new tax law changes and how your tax return strategy may be different this year. How the New Tax Law Affects Seniors In late 2017,...

Many families hire an in-home caregiver when a parent or senior loved one needs more care than they can sustainably provide. It can sometimes be difficult, however, for families to keep their accounting and payments to a caregiver in order when they are so focused on providing...

Last Updated: December 17, 2018 It’s always great to bounce ideas off others when it comes to important life decisions. Financial planning for senior care — for a parent, a senior loved one or yourself — is no different. Learn more about three financial professional...