As your parents age, you may notice some changes. Perhaps, the power was shut off the last time you visited your mother, and you question if her memory is still what it once was. Maybe you find yourself wondering when your father last bathed himself.It can be...
Firm News
Early withdrawal of 401K funds without penalty
When unanticipated circumstances unfold, an account holder can draw money out of a 401(k) without penalty if it’s a qualifying event. A non-qualifying early withdrawal from a 401(k) typically results in a 10% penalty tax and payment of the standard income tax...
What are the different types of powers of attorney?
Although many estate planning documents address what you would like to happen after you pass away, some documents, like powers of attorney, address what you would like to happen if you are alive but have become incapacitated. There are two types of powers of attorney...
What to look for in the right financial advisor
We want to trust the people we give our money to, whether it’s our accountants, stockbrokers or bankers. We do not want people to betray our trust and abuse their power for financial gain.One of the largest groups of people we trust is our financial advisors. We...
Why might you need to create a trust?
Estate planning can be a complex process with many elements and moving parts to consider, but it is an important component of anyone’s life.Trusts can be critical parts of estate planning for people with considerable assets who want to protect their legacies and...
What you should know about elder financial scams
You care about your parents but sometimes you might worry about them. Unfortunately, there are some people in the world who might want to take advantage of your parents in their old age. Financial scams and exploitation are one way your parents might be in danger....
A Breast Cancer Surgeon Who Keeps Challenging the Status Quo
Dr. Esserman, 58, is one of the most vocal proponents of the idea that breast cancer screening brings with it overdiagnosis and overtreatment. Her philosophy is controversial, to say the least. For decades, the specter of women dying for lack of intervention has made...
How to Feel More Confident About Retirement
Here some keys to feeling more confident about your retirement 1.Save in a retirement account. 2.Get out of debt. 3. Eliminate unnecessary purchases. 4.Calculate how much you will need for retirement. 5.Take stock of your retirement income sources. Read...
Lack of planning for Alzheimer’s
More than 15 million people care for loved ones suffering from Alzheimer's disease. Most people are aware of the emotional toll of caregiving, but another unwanted result might be personal financial loss by the caregiver. On average, a person suffering from...
U.S. Phases Out Social Security Checks -Disability & Social Security Retirement
The U.S. government is phasing out paper checks for these benefit programs, under a Treasury Department rule finalized Tuesday. The Treasury expects the shift to save Social Security $1 billion over the next 10 years.Under the final plan, anyone applying for benefits...
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