The Truth About Millennials and Financial Planning

The Truth About Millennials and Financial Planning

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by...
What’s the Difference Between Estate Planning and Elder Law?

What’s the Difference Between Estate Planning and Elder Law?

The short answer: Both share similar concerns. The longer answer? The differences make all the difference. The Concerns are Similar No matter what age we’re in, life can deliver some hard knocks. Hope for the best, but plan for the worst. We can get into accidents,...
How to Age Well While Saving Money

How to Age Well While Saving Money

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health care can add up to big bills that...

The Funding Uncertainty of Social Security

Social Security benefits, which are funded through 2 trusts, may not be available for much longer. The US Social Security Administrations funding trusts are known as the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund. In...

Trump Signs Law Encouraging Reporting of Financial Elder Abuse

Financial elder abuse is a growing problem in our country. Financial institutions are often the first to witness elderly clients making unusual transactions that may be linked to a scam. Accordingly, on May 24, 2018, President Trump signed the Economic Growth,...