Resource Center

Caregiver Burnout

I found an interesting article that I had saved from my local weekly paper that shed some light on caring for our elderly parents. I thought it would be nice to share some insights from that article with you. Many of us have parents in their 80’s or 90’s and we’re seeing situations where one […]

Who Can Best Help You Purchase the Medicare Plan You Need?

Medicare can be a beast to understand, especially for those enrolling for the very first time. First, one needs to be able to decipher the Medicare alphabet and figure out what each letter covers and doesn’t cover. Then, you have to look at your current health status, look at what type of travelling you plan […]

How to Pay for a Funeral

When it comes to the end of life, many people like to joke that they don’t care what happens because “I won’t be there”. Well actually, you will be there. It’s just a question of what form – full body or ashes. Regardless of how you want your life to be celebrated and your body […]

Refinance Your Mortgage?

With interest rates still running at historic lows, does it make sense to refinance your mortgage? There are many reasons why you might consider refinancing: To obtain a lower interest rate To shorten the term of their mortgage To convert from an adjustable-rate mortgage (ARM) to a fixed-rate mortgage, or vice versa To tap into home […]

Financial Scams are Picking Up

Unfortunately, for many of us, this is not a new topic. Scams and fraud have been around since the beginning of man, but the volume and the complexity of the scams being perpetrated have greatly increased in recent years. Specifically talking about Financial Scams targeting seniors, they have become so prevalent that they’re now considered […]

Social Security For Our Retirement?

Whenever I bring up Social Security in a class or within the context of retirement income conversation, half the time I get a response like “If it’s around” or “I’ll be lucky to get anything”. The year 2020 has also thrown a wrench into the whole funding of future Social Security benefits. The broad topic […]