News
November is National Family Caregivers Month
Many people care for a loved one out of necessity as their family members can’t care for themselves. Family caregivers often help with a wide range of household chores, social and companion needs, and managing finances.
The Importance of Long-Term Care Planning
According to the U.S. Department of Health and Human Services, over 70% of seniors will require long-term care at some point in their lives. Despite this statistic, very few people have a plan. Without a long-term care (LTC) plan, your finances will likely suffer if you need to pay for care. You may also put your family members in a
Financial Planning: Goals, Manage Roadblocks, and Get a Second Opinion
October is financial planning month and a great time to review your financial situation. Regardless of what your goals are, financial planning can help you achieve them. Financial planning is examining your financial situation and designing a specific plan to help you reach your goals.