Many of us imagine a future shared with family or a significant other. But for a growing number of people, aging alone is a reality. If you don’t have immediate family or a partner, estate planning may feel overwhelming. You might wonder, “What should I do with my...
Long Term Care
7 Estate Planning Topics to Discuss with the Family over Thanksgiving Dinner
One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality of our own mortality and that of our loved ones. In some families, it is an unspoken taboo to talk about...
The Age-Proof Brain
The Age-Proof Brain: New Strategies to Improve Memory, Protect Immunity, and Fight Off Dementia by: Marc Milstein, PhD Reviewed by: Ralph Bender, MBA, CFP® Medal Rating: Gold Medal In "The Age-Proof Brain," Marc Milstein provides an easy-reading...
Forward-Thinking Investors Get Triple-Tax-Advantage from Healthcare Savings Accounts
Jane is a 32-year-old and recently discussed Health Savings Accounts (HSA) with her financial advisor on how to get the biggest benefits possible from her limited budget for long-term investments. She discovered that the HSA is much more than just a savings account....
Ellie is Born – Vlog
Inside that football-sized roll of towels, is a newborn baby. Nine months in the making, a lifetime ahead, fraught with challenges only begun by the arduous passage called birth.