Let’s talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle.
We have all given and received gifts throughout our lives, whether it be for the holidays, birthday, wedding, baptism, or bat mitzvah.
The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by Congress and signed into law by President Trump in December 2019. The law will take effect on January 1, 2020.
The price of a college education has risen dramatically over the last few decades – in many cases far beyond the rate of inflation.
When married couple Mara, age 67 and Lou, age 70, started thinking about the next phase of their lives they knew change was in their future. After raising three children and taking care of a large home for many years, they were ready to move to a community where the property would be maintained for them. They realized that living independently for the rest of their lives, while appealing in theory, might not be realistic.
