Providing peace of mind through skilled guidance, compassion & simplicity

Financial Elder Abuse Is Growing

A suspicious email, a strange phone call from an unknown number, an overzealous financial adviser, a close family member: what’s the connection between all these people and things? It’s financial elder abuse.

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Should I Buy a Vacation Home When I Retire?

While many retirees have considered purchasing a vacation home to escape cold winters, to rent out for income, or simply have a gathering place for far-flung family members, there are a number of financial matters to consider that could make ownership onerous.

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Be Aware of Probate

Whether you recently experienced the loss of a loved one or are learning how to best prepare and plan your own estate, you’ve likely come across the term and may be wondering, “What is probate?” It’s important to understand what probate is and how the process works.

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