March 8, 2018

Avoid the Pitfalls of Newly Found Wealth

Following the death of a loved one, some people find they are now responsible for managing a large sum of money. This could be from an […]
April 4, 2018

Filing Your Loved One’s Individual Tax Return

April is upon us, and that means it’s time to file individual federal and state income tax returns. What some don’t realize is that for the […]
November 19, 2019
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Hiring a Financial Advisor

The term Financial Advisor is a generic term describing someone licensed to work in the financial service industry. One of the big question becomes is your […]
January 4, 2018

Life Insurance 101

When a loved one dies, one of the first things we want to know is “was there any life insurance?” Some of us have twinges of […]
February 2, 2018

Managing Medical Bills

Whether your loved one was ill for an extended time or received brief medical intervention, the costs can be staggering. Spending even a short amount of time […]
April 4, 2018

Options for Inheriting a Spousal IRA

When you set up an IRA, you’re asked to declare to whom the funds will be distributed in the event of your death. Assigning beneficiaries is […]
March 9, 2018

Social Security Benefits for a Minor Child

It’s not only emotionally devastating when a parent dies; it can create a financial hardship for minor or disabled children and their caregivers. Luckily, there are Social […]
November 9, 2018

Understanding Reverse Mortgages

We call them the golden years, but often things don’t work out quite the way we envisioned them when we’re in our 30’s. Life has a […]
December 5, 2017

When a Car Lease Outlives the Owner

When a car is leased, the ownership of the vehicle remains with the leasing company. You are basically renting the vehicle for a specified period of […]
December 11, 2017

Who’s Responsible for Your Loved One’s Debt?

When a person dies, it doesn’t automatically release them from their debts. So the question becomes, who’s responsible for your loved one’s debt? Could you be […]