Latest Articles

Don’t Ignore The Symptoms Of A Mini-stroke!

May 26, 2020

At the best of times, busy adults have a tendency to shrug off irritating symptoms that feel minor o...

The Roth Five-Year Rule: What You Need to Know

May 21, 2020

Roth accounts are popular vehicles for saving for retirement. Nearly 20% of American households have...

Watch Out for These Four Coronavirus Scams Aimed at Seniors!

Apr 29, 2020

During any public crisis, there are always bad actors who come out of the woodwork with scams design...

Three Documents You Need During a Coronavirus Pandemic

Apr 28, 2020

The coronavirus pandemic that is encircling the globe caught most people by surprise. We haven’t e...

Five Ways To Prevent The Number One Cause Of Injury In Older Adults

Apr 20, 2020

As I write this, and likely as you read it, the world is focused on the coronavirus and the serious ...

Coronavirus Help for Small Businesses: The Cares Act

Apr 07, 2020

You may know that the majority of businesses in the United States are small businesses, but you may ...

The Cares Act: How Coronavirus Relief Affects Your Taxes and Planning

Mar 27, 2020

Coronavirus. COVID-19. It’s all anyone can talk about these days, and with good reason. And while ...

Coronavirus: Answering Our Clients’ Questions

Mar 25, 2020

News about coronavirus, aka Covid-19, is everywhere. Taking in the news, which changes daily or even...

Could Your Children Lose Their Inheritance in a Divorce?

Mar 13, 2020

If you have adult children, there’s a good chance that they are either married, or that they will ...

Ten Apps (And Other Activities) For People With Dementia And Alzheimer’s

Feb 26, 2020

If you love someone with Alzheimer’s or another form of dementia, you know how devastating this il...