Home

Some Timely New Year’s Resolutions for 2024 from Rajiv Nagaich

There’s something compelling about the idea of making New Year’s resolutions, isn’t there? With the turning of the calendar, a brand-new year begins, unmarred by past mistakes, filled with promise and opportunity. Many of us will pause sometime during the first days of 2024, reflecting on some of the poor choices we might have made … Read more

Questions to Ask Before Choosing an Assisted Living Facility

Are you considering assisted living for yourself or a loved one? If so, then it’s essential that you and your family do some careful homework, because making the right assisted living choice is a crucial decision. In recent months we’ve seen several articles voicing concern about the state of the assisted living industry. Some months … Read more

Before Naming a Trustee, Make Sure They Know What to Expect

Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume a potentially huge responsibility? If you … Read more

The Right Approach to Funeral Planning Can Help Ease Family Grief

If you’ve ever faced the emotional trauma of having to do funeral planning for a loved one, you’ll be able to empathize with this article from the Kiplinger website. It reminds us of something we might rather not think about: the importance of funeral planning and the reality of our own death. One day we will each shake … Read more

Estate Planning for Unmarried Couples Can Get Tricky

If you’re part of an unmarried couple – two people living together and sharing all the bonds of marriage except the legal one – you’re a part of a growing national trend. The marriage rate is continuing to decline in the U.S. as the number of unmarried couples cohabiting is on the increase. Whether that … Read more

Retirement Planning: Managing the Shift from Breadwinner to Retiree

Are you preparing for retirement? If you answered a speedy “yes,” then it’s likely that your retirement planning has mostly involved finances. For most American workers, preparing for retirement means planning for that day when your financial situation makes it possible to say good-bye to that regular paycheck. If someone asks, “Are you ready for … Read more

💬 1
Skip to content