Modern life moves at an exceptionally fast pace, one that our grandparents and great-grandparents could not have imagined in their day. Because of technology and its rapid advances, the youth of today have life challenges and opportunities that their grandparents never had, which should be taken into consideration when planning for the future. Young people […]
Archive | Planning
Walking the Best Path through the Alzheimer’s Journey
Alzheimer’s. The word evokes a myriad of emotions, from sadness, anger, and fear to love and a sense of nostalgia for those who have walked with a loved one through that difficult journey. In 2018, nearly six million Americans had Alzheimer’s disease. By 2050, that number could rise to 14 million. It is the sixth […]
Long-term Care Insurance: Buy Cautiously
Evelyn is 47 and recently divorced, with a son in high school. As she looks toward the future and her retirement, she is considering adding long-term care insurance to her portfolio, but she’s not sure if it’s a wise investment. She doesn’t want her son burdened with caring for her, but the premiums are much […]
The “Power of Three” When a Diagnosis Happens: Medical, Financial, Legal
When David was 66, he and his wife, Kristin, met with their elder law attorney to plan for the second half of their lives. Two years later, David was diagnosed with cancer. In the course of treatment, he had a stroke and needed to be moved to a nursing home. Kristin called their attorney and […]
Planning for the Lights of Your Life: Grandkids!
For many grandparents, grandchildren are a delight and a treasure with whom they share a special bond and even special traditions. They are the future, the next generation, the legacy bearers of the family, and many grandparents want to ensure that their grandchildren are financially secure. Planning for your grandchildren’s future can take many forms, […]
