Is Your Retirement Plan Missing a Critical Piece? Time for a Review!
People spend decades saving, tracking their account and hoping they have enough money for their retirement. However, there’s often a missing piece -sometimes more than one! How is your retirement planning going? No, we aren’t asking about your retirement...
“If I Had The Words” Gallery Exhibit
“If I Had the Words” was an intergenerational art exhibit created by artists Natalie Steigmann-Gall and Tim Connor. The collaboration began when Steigmann-Gall, a talented painter and elder companion, was connected with Tim Connor, a retired street photographer,...
The Consequences of Being Too Conservative with a Federal Thrift Savings Plan
A conservative investment approach puts investors at risk. Not only will there be lost market growth, but by not keeping up with inflation, the account owner may find themselves without enough funds for retirement. Sometimes playing it safe can be too safe. The most...
Preparing for a Baby Includes an Estate Plan
Parents-to-be are busy with juggling doctor’s appointments, preparing a nursery, picking out names, and getting ready for their lives to change. However, there’s more. When expecting a new addition to the family, parents need to address the more serious...
How to Choose a Trustee
“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” To protect all that you have worked for and take care of the most important people...
Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps
“Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.” There are...
Why Your Will Needs To Change Again
Some people change their wills every time there’s a small family skirmish. However, most sign their wills and shove them in a drawer and try not to think about death. This is a mistake, for them and their families. Even If your own life never changes, there are...