Geoffrey Rush once said, “Nobody ever said that growing old would be easy. It’s tough on the ego.” Life is uncertain, and aging brings with it particular challenges and concerns. But financial health need not be one of them. Having honest conversations in a healthy...
So far, 2022 has been quite a year. Why? For one, it was the worst first 6 months start to the year in the financial markets since 1970. Also, we’re experiencing the highest inflation in 40 years, ongoing supply chain challenges, slowing growth, the Ukraine War…..I...
Talking to your parents about money is not easy. Many would rather talk to their kids about any other topic – even very uncomfortable ones! – than broach this subject. No one really wants to talk about death, dying, or the financial realities that come with aging. But...
Long-term disability insurance is something most people don’t think about often, especially those who are in their prime earning years and in relatively good health. However, accidents and illness do not discriminate. Thousands of people each year are unable to work...
When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals with many different goals. What is a Trust? Each of us need a legal...
