A Look Back on an Exciting Year

It’s been a good year, both at the office and at home. On the home front, it’s been a particularly exciting year for my three kids. My daughter, Sara, moved back home from North Carolina with her husband, Jeremy.  She went to law school in North Carolina and had been practicing law there for the… Read More »

Ways to Fight Seasonal Affective Disorder

Last week we touched on the “Holiday Blues”. We’d like to revisit it, as the days still aren’t yet getting any shorter. Seasonal affective disorder (SAD) is a form of depression that people experience every fall and winter. If you find yourself feeling blue as the days become shorter and darker, know there are things… Read More »

Holiday Blues — Depression Among Seniors

The holiday season offers many opportunities to spend quality time with family and friends. If you are a caregiver or family member of an aging loved one, you may observe a change in their mood or behavior during the holidays. You may notice unusual signs of fatigue or sadness or perhaps limited interest in the… Read More »

Happy Veterans Day 2019!

Happy Veterans Day to the men and women of the United States Armed Forces. Thank you for the sacrifices you have made to defend our nation and our freedom. Today I would like to share one of my favorite military songs because it speaks to the impact of military service not only on our service… Read More »

Should You Sell Your Life Insurance Policy?

Common Problems of Trustees in Trust Administration

Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in needed cash, but are they a good idea? If your children are grown and your mortgage paid off, you may decide that there is no longer… Read More »

What are you thankful for?

“Now and then it’s good to pause in our pursuit of happiness and just be happy.” ~ Guillaume Apollinaire  Thanksgiving is a time to gather with family and friends and give thanks for our many blessings.  I think it’s natural sometimes to focus on what we don’t have instead of the things we are grateful… Read More »