News & Resources

Charitable Giving in Estate Planning

Charitable Giving in Estate Planning

Maximizing Deductions and Making an Impact Charitable giving is not only a generous way to support causes close to your heart, but it can also…

Estate Planning for Veterans

Estate Planning for Veterans

Ensuring Your Legacy’s Secure Future Estate planning is a vital consideration for every individual, but for Veterans, it holds unique significance. Serving in the armed…

Estate Planning for Breast Cancer Patients: Ensuring Your Legacy Lives On

Estate Planning for Breast Cancer Patients: Ensuring Your Legacy Lives On

October is Breast Cancer Awareness Month, a time to raise awareness about this disease and show support for those affected by it. If you or…

Navigating Estate Planning When a Loved One Has Cancer and No Plan in Place

Navigating Estate Planning When a Loved One Has Cancer and No Plan in Place

Cancer is a word that can strike fear into anyone’s heart. When a loved one is diagnosed with cancer and hasn’t yet addressed their estate…

Eight Factors to Consider When Choosing a Guardian for Your Children

Eight Factors to Consider When Choosing a Guardian for Your Children

Who should raise your children if for some reason you or your spouse is unable to do so? It’s not an easy question to answer,…

Beware of These Two Scams Targeting Seniors

Beware of These Two Scams Targeting Seniors

Approximately 20 percent of Americans over the age of 65 have been victimized by some form of financial abuse, with the average loss per victim…

Five Key Factors to Consider When Choosing a Nursing Home

Five Key Factors to Consider When Choosing a Nursing Home

If you have made the difficult decision that nursing home care is the best option for your loved one, you must decide on the nursing…

Planning for Loss of Memory and the Inability to Make Sound Decisions

Planning for Loss of Memory and the Inability to Make Sound Decisions

A person with Alzheimer’s disease may lack or gradually lose the ability to think clearly. This development impacts his or her ability to make decisions…

Should Seniors Enroll in a Medicare Advantage Plan or Stick With Traditional Medicare?

Should Seniors Enroll in a Medicare Advantage Plan or Stick With Traditional Medicare?

An article by Wendell Potter on medicareresources.org discusses the advantages and disadvantages of Medicare Advantage plans versus traditional Medicare in providing adequate care to seniors.…

How to Augment Your Retirement Income

How to Augment Your Retirement Income

Most people rely on IRAs, 401(k)s, and Social Security benefits to fund their retirement. An article in U.S. News & World Report explored some other…