April 7, 2008Long-Term Care Insurance Experts Agree: Plan Now for Future ElderCare Needs During the last several years, I have had the honor to address my colleagues at the AICPA's (American Institute of Certified...
April 6, 2008Financial Planning Overspending is More Simply Spending Your Children’s Inheritance Raymond and Sally are what almost everyone wants to look like and act like when they pass their 80th birthday....
April 6, 2008Assisted Living When is Assisted Living communities the Right Choice? Not too long ago, families had few choices for senior housing. If an elderly person was unable to manage in...
April 6, 2008Home Downsizing Services Get Marketing Know-How When You’re Downsizing It is exciting to move to a more manageable home after years of maintaining a large home and yard. The...
April 6, 2008Investments, Scam Alerts Caveat Emptor – Stockbroker Fraud Stockbroker Fraud Six months have passed since Betty's husband Joe died. Betty always let Joe handle the money matters. He...
April 4, 2008Investments Investing: Avoiding Long-Term as well as Short-Term Risk When was the last time you talked with an investment professional who didn't promote diversification? Stocks, bonds, cash, real estate,...