Talking to Aging Parents

May 2015

It is natural to put off an uncomfortable conversation. In fact, one study estimates that 59% of people are uncomfortable talking about long-term care with their family.* To avoid it all together, however, could be costly from both emotional and financial perspectives. Just ask anyone who took their parents’ health and vitality for granted, thus putting off conversations about long-term care needs.

Here are a few tips to help shed light on your parents’ long term care wishes and needs.


5 Ways to Get the Most out of Gift Cards

May 2015

If your household mirrors the average American’s, you have about $300 of unused gift cards lying around somewhere.* Gift cards have been the most requested item on holiday wish lists, yet they often go unspent. Industry statistics suggest that $1 billion on gift cards go unredeemed each year.

Here are five ways to get the most out of your gift cards:


5 Tips For Buying a New Home

April 2015

Buying a new home is one of the costliest things someone can do short of getting a doctorate or taking a vacation to the moon. Whether you’re buying your first home or your fifteenth, there are certain gems of wisdom that you should keep first and foremost in your mind.  A good realtor can help you through these steps and more.


Do Continuing Care Retirement Communities Make Sense For You?

April 2015

Making the decision whether to stay or go in retirement can be a tough one. As CFP Board Consumer Advocate Eleanor Blayney, CFP® discussed in a recent blog post , “aging in place” – or remaining in one’s home during retirement – is one option that requires a careful evaluation of the financial costs involved.


5 Ways To Protect Your Online Financial Identity

April 2015

Just about everything we do can now be done online.  As online banking and financial management become more and more common it’s important for individuals to protect themselves properly. If you’re worried about your online financial identity then here are some things you need to make sure you’re doing.


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