Understanding Long-Term Care and Insurance

Many people wrongly believe their health insurance or Medicaid will cover long-term care services, but that's not always true. Medicaid coverage is limited, varies by state, and might require you to limit your assets to qualify. These misunderstandings can lead to big problems for those who haven't properly prepared for long-term care. Long-term care [...]

Understanding Long-Term Care and Insurance

7 Tips to Help Couples Build a Financial Future Together

Planning for the financial future as a couple is crucial to building a life together. It reflects good financial management skills and is vital in strengthening the bond of trust and understanding in a relationship. Creating a comprehensive financial future requires good communication, setting common goals, and working together toward establishing them. Here are [...]

7 Tips to Help Couples Build a Financial Future Together

Determining How Much to Give to Charities

During Retirement Retirement brings many significant lifestyle changes, shifting daily routines, and adjusting financial patterns. This stage of life also presents an opportunity to reassess one’s contributions to society. Retirees often consider how much to give to charities now that they’re retired. However, the answer to this question can be determined by many factors, [...]

Determining How Much to Give to Charities

Seven Items That Should Be On Your Estate Planning List

Estate planning is an important process of designating who will receive your assets when you pass away and allows you to leave instructions about your property, children, health care wishes, and final arrangements. To help complete an estate plan or get one started, here’s a look at several of the benefits and seven items [...]

Seven Items That Should Be On Your Estate Planning List

Legacy Planning

Effective legacy planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate. An effective plan can even designate someone to manage your financial [...]

Legacy Planning