It’s Medicare Open Enrollment – Understand the Process and Make Good Decisions
Every year from October 15th to December 7th, Americans over [...]
The Struggles of Tax Preparation with Elderly Clients
Is this scenario familiar to you? Your aging client did [...]
Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age
As we age, it can be increasingly challenging to stay [...]
Getting the Most from Your Parents’ Long-Term Care Policy
Decades ago, your parents purchased a long-term care (LTC) policy. [...]
Navigating the Digital World: Making Technology Work for You as an Older Adult
In this highly digital age, technology has become an integral [...]
Beyond Estate Planning Documents: The Importance of Conversations between Clients and their Agents
A standard practice when drafting estate documents is for an [...]