Dividing Heirlooms Among Family Members

Dividing Heirlooms Among Family Members

When it comes to distributing your assets, investment accounts are easily divided. However, tangible assets, especially those with sentimental value, can become emotional lightning rods for families. Boomers are today confronting their own mortality, and that includes...
Do You Still Have US Savings Bonds?

Do You Still Have US Savings Bonds?

Back in the day, U.S. Savings Bonds were a great way to celebrate milestones, like the birth of a child or a wedding. If you still have any savings bands sitting in a file or buried deep in the back of your safety deposit box, it may be time to cash them in. First...
Inherit an IRA? Deadlines and Options You’ll Need to Know

Inherit an IRA? Deadlines and Options You’ll Need to Know

The last thing anyone wants to think about when coping with the loss of a loved one is the complex tax situation that an inherited IRA presents. A recent article from US News & World Report, “What Day of the Dead Can Teach Us About Inherited IRAs,”...
Unexpected Characteristics of Dementia 

Unexpected Characteristics of Dementia 

With more than 5.7 million Americans living with Alzheimer’s disease, you’d think we would know that Alzheimer’s and other forms of dementia lead to far more than just memory loss. The typical picture of an Alzheimer’s patient, or someone...
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