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Financial Planning for Dementia/Alzheimer’s

Financial Planning for Dementia/Alzheimer’s

Lots of things can happen as we age. Some of these are good things, like heading into retirement, or getting to spend quality time with family. However, as we age, we can also experience a decline in health and mental capabilities. We become more susceptible to diseases such as Alzheimer’s or other forms of dementia. Don’t worry! With proper planning, you can be sure that you are prepared, even if the worst should happen.

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The World of Student Loans – Types of Loans

The World of Student Loans – Types of Loans

With rising tuition rates around the country, more and more parents are looking at student loans to help pay for their child’s college. Through our Student Loan Series, we aim to educate you about the types of loans available, the repayment plans out there and ultimately the best strategies to pay them off.

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Is it time for a check-up with your financial planner?

Is it time for a check-up with your financial planner?

You probably have check-ups with your doctor and dentist annually. You also probably have your car looked at on a regular basis. Your finances are just as important as being in good health and having a safe car to drive. As you move through the different phases of your life, the occasional check-up with your financial planner can go a long way in making sure you stay on track to meet your goals.

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Financial Planning for LGBTQ Couples

Financial Planning for LGBTQ Couples

With the Supreme Court ruling in 2015 that every state must allow same-sex marriage, all LGBTQ couples can now ask, “Should we get married?” Before answering yes, there are many financial planning pros and cons to discuss between the two of you and your financial advisors.

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Retirement Living Alternatives to Staying Put

Retirement Living Alternatives to Staying Put

When it comes to post-retirement living, there are many options to choose from. In our last blog post, we focused on the benefits and considerations for staying put after retirement. However, this is far from the only possibility, and it may not be the best one for you. With that in mind, we would like to take this opportunity to look at three retirement living alternatives to staying put.

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