I came across this great article in Forbes’ Wells Fargo Voice from last month written by Alice Lesch Kelly that I want to share: Wealth Vs. Health: Take A Balanced Approach: Go to: Forbes for original post (mostly reproduced here). We all need balance in our lives and this article provides some great strategies for… Read More
A Little Peace of Mind Goes a Long Way. You’ve tried to prepare them in every way you can for college, but how can you make sure your children will be protected when you’re not around? Are they prepared for a medical emergency? It’s hard to believe, but privacy laws can prevent doctors from discussing… Read More
The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts.
Guardians can sell the assets and control the lives of senior citizens without their consent—and reap a profit from it. Read More
The median cost of a private nursing home room in the United States has increased to $97,455 a year, up 5.5 percent from 2016, according to Genworth's 2017 Cost of Care survey.
Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money.
What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your income changes? If your circumstances change, you can reverse those surcharges.
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family. Read More
When your child reaches the age of 18, you no longer have the same level of access to, or authority over, his or her financial, educational and medical information. There are steps you can take to make sure your child is protected.