If you’ve reached a point in your life where you’ve started to downsize, then you’ve likely grappled with the difficult task of getting rid of photos. After decades of life, how are you supposed to choose which memories are important enough to keep and which aren’t? These four rules can help make this daunting task… Read More »
The past month has been incredibly busy as we work to get our office back up to speed. We’re all excited to be fully open once again and to return to having face-to-face meetings. Of course, we’re continuing to take all manner of precautions as we welcome people back into the office, as the health… Read More »
The story goes that an unnamed World War II soldier wrote a prayer to St. Peter on the wall of his hospital room. Singer Edwin McCain took that prayer and put it to music. It is a beautiful tribute to all our fallen service members this Memorial Day. Let them love Peter, For they’ve had… Read More »
Depending on your wants and needs, buying a home in a 55-plus community might be a financially savvy way to set yourself up for retirement. But is it the right decision for you? Here are a few financial pros and cons associated with moving into one of these neighborhoods. Pro: The homes are in excellent… Read More »
A regular review of your estate plan is a great way to stay prepared for the future. But more than that, it’s important to review your beneficiaries and to make sure everything is up to date and as you intend it. Some people, for instance, may have one person named — often a spouse, child,… Read More »
In our community and around the country, countless people are adapting to a new way of doing things. Many people are now working from home, at least temporarily, or they may have been furloughed or laid off. Those who are already retired may find themselves with less to do. But no matter your situation, we’re… Read More »
The elderly population is at much higher risk for severe illness or death from COVID-19. It’s heartbreaking how the virus is battering elderly nursing home residents. Should we move infected patients to skilled nursing homes that house our most vulnerable? It’s a difficult dilemma. Yes, we need housing for COVID patients – but, no, we… Read More »
Thrift and antique stores are often packed with objects no one wants. But in the mix of Depression-era glassware, dusty books, and vintage clothing, you can find treasure. Sometimes, you just have to look very closely. Here are three thrift store finds that were later discovered to be something amazing. The Declaration of Independence Though… Read More »
With the arrival of spring comes the annual tradition of spring-cleaning. You clean out your home and organize your garage — at least, you try to. But with all the tidying up, are you also “spring-cleaning” your finances? Cleaning up your finances every year is just as important as organizing your home. It’s an excellent… Read More »
From my perspective, the goal of estate planning is to provide peace of mind. It’s a way to ease the burden for your loved ones in the future. Many families end up in a situation where they’re dealing with countless people and challenges following the passing of a loved one. When an estate plan isn’t… Read More »