Retirement Living and Health, Finance, Education, Vacations and more…
Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post will bring clarity to…
Mark S. Cardoza
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10 min read
Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event. Retirement planning is critical…
Rick Pendykoski
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4 min read
I attended an online security conference this week and there were several workshops that included information that I thought may be of…
J Gold
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5 min read
Are you lurking around this site even though you are not retired yet? Or maybe your spouse is not retired yet but…
Dr. Sara Zeff Geber
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5 min read
Several of our friends have died this year. It comes to us all eventually; death, that is. As the old adage goes,…
B Mahoney
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3 min read
Life estates have historically been used as part of Medicaid planning. A life estate can be described as a form of co-ownership…
R Fatoullah
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5 min read
Many individuals don’t quite understand what the term “probate” means, but they have a notion that “probate” is something that they should…
R Fatoullah
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4 min read
While many may not have the resources that Mr. Blum (below) had the rules about protecting your money still apply. In the…
R Fatoullah
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4 min read