Monthly Archives: March 2018
Are You Getting Married? Protect Your Retirement Benefits
Pension benefits and money in Roth IRAs, 401ks, or other retirement accounts play an important role in your future well being and financial security. When getting married, whether it is for the first time or after a previous divorce, it is important to follow some simple asset protection strategies to preserve these accounts, ensuring… Read More »
Are You Dealing With a Loved One’s Difficult Diagnosis? These Tips Can Help
Finding out a loved one has a life threatening disease or an illness likely to prove fatal is devastating. It may be the natural progression of a medical condition your family has been dealing with for months or even years, or the news may stem from an accidental injury or surprise results of diagnostic… Read More »
Talking to Your Loved Ones about Money
Discussions about money, financial assets, and future planning strategies can be tense, even among the closest family members. While the prevailing attitude may be that it is ‘none of my business’, the fact is that money matters among those closest to you can have a significant impact on you now and in the years… Read More »