Often it can be too easy to put off making an estate plan or updating an existing one. Do not wait for something unexpected to happen. Here are 5 mistakes to avoid before it’s too late.
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Ensuring that you know when it important to have a formal home appraisal can help you and your family at all points of life—whether you are buying a home, or your family is administering your trust or estate at your death.
PLEASE BE AWARE if you are also receiving benefits under CalSTRS (CalPERS if you are a California government employee), then Social Security may apply either or both of the following to your Social Security benefit: Windfall Elimination Provision or Government Pension Offset.
Healthcare does not have to wreak financial havoc on your retirement if you plan properly. The first step towards financial freedom in your golden years is research. No one can hit a target they can’t see, so blind estimates about costs are futile and potentially dangerous. It’s never too late to start developing a retirement budget, and the best way to do so is to get hard numbers.
Learn three important steps to keep yourself and your loved ones from succumbing to poor mental health.
Did You Remember to Designate a Beneficiary? When reviewing current beneficiary designation or if you are completing these forms for the first time, you need to consider not only who the primary beneficiary is, but also what happens if that primary beneficiary predeceases you.
Aging is a process that slows our metabolism and changes the way we live on a daily basis. Here is a list of activities and dietary ideas to help you live your best age.
No one wants to be the one to take away someone’s driving privilege. However, operating a vehicle is incredibly dangerous even with one’s full faculties and this danger increases with age. Learn some warning signs that your loved one needs to retire his/her driver’s license.
As important as it is to ensure safety when driving, the consequences of being unable to drive can feel overwhelming. Learn how to make it work.
What if you know exactly who you want as your child’s guardian? Or if you know exactly who you would not want to be guardian? You need a will if you want to choose who takes care of your child if you were to die before they reach 18.