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A Guide to Battling Financial Struggles and Self-Doubt in Your Golden Years

…in your golden years. However, financial struggles can fall on anyone. If you are facing self-doubt and wondering how to bounce back after financial issues, consider this brief guide to…

2024 Tax Reference Guide

2024 Tax Reference Guide From: Pimco This Tax Reference Guide provides highlights of the current tax law for financial professionals and investors to be aware of throughout the year. Together…

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Indiana University Personal Estate Planning Guide

Indiana University Personal Estate Planning Guide From: Indiana University Foundation The Indiana University Foundation has put together an estate planning guide coursebook and record book as resources for retirement planning….

Six Things to Do When Your Spouse Passes

…affected entities should be notified of your spouse’s passing including: Employers Social Security Administration Insurance companies Creditors U.S. Post Office Apply For Any Benefits Due Survivors There will be some…

Grantor trust: What it is and a guide to how the rules work

Grantor trust: What it is and a guide to how the rules work From: www.bankrate.com A grantor trust is a type of living trust in which the person creating the…

Emergency Housing Guide

…rent being paid by the government directly to their landlord. How to Apply Public housing agencies (PHA) can help seniors complete their HVC program applications. When applying, seniors will need…

4 Security Best Practices to Consider

…improving your security by doing some research and choosing an expert-approved program. What makes these programs safe from hackers? They heavily encrypt your data. Consider a VPN subscription. A virtual…

A parents’ guide to paying for college

…helped many families and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE…

A Guide to Giving and Lending Money

…you can smoothly manage whatever request comes your way. Saying Yes If you’re comfortable saying yes to a loan request, take these three steps to protect your finances: 1. Ask…

Afraid to Retire? What to Do on Day One

…visit your community’s website to see what recreation and educational programs are offered locally. Try Googling “lifelong learning near me.” You may be amazed at what your search turns up….