What is Your Best Housing for the Rest of Your Life?
Once you pass age 65 you have a 70% chance of needing care before you die. Eighty percent (80%) of us want to continue to live at home for the rest of our lives.
Living Past Your “Past Due Date”
Do you know the difference between “life expectancy” and “longevity”? Why does this matter? No one wants to run out of money before they die.
Mom Wants to Change Her Will
Sam was the son of their long-time client Laura Riner. He said he was calling on behalf of his mother. She wanted to change her estate plan, he said, and disinherit her daughter.
The Stop Sign and the Bankruptcy
Just that small mistake, driving through the STOP sign, took away the financial security Tim and Irene had set aside to help pay their expenses after they retired.