It’s not uncommon for a senior to resist the idea of receiving care, especially from an outside source. Most seniors strongly desire to maintain their independence, and that doesn’t just mean living in their own home.

Elaine discovered this truth when she tried to hire a caregiver for her husband, who is in the early stages of Alzheimer’s disease.

“I thought it ...

"It wasn't raining when Noah built the ark." Howard Ruff

Perhaps one of the most difficult conversations you'll have as an adult child is talking about end of life preparations with your parent. For many seniors, this conversation is as hard as the one about having to move to a full-time care facility.

But because, a senior's health can fail suddenly and ...

If you leave a job or retire, you might want to transfer the money you’ve invested in one or more employer-sponsored retirement plans to an individual retirement account (IRA). An IRA rollover is an effective way to keep your money accumulating tax deferred.

Using an IRA rollover, you transfer your retirement savings to an account at a private institution of your choice, and you choose ...

John F. Kennedy once said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.”

This is certainly true of preparing for retirement. If we continue to expect that the ways of the past will see us through to our futures, we will be left behind. The methods that helped prepare us for retirement are quickly disappearing, and we ...

Why do you invest? For many people, here’s the answer: “I invest because I want to enjoy a comfortable retirement.” And that’s certainly a great reason, because all of us should regularly put money away for when we’re retired. But you can also benefit by investing in your family and your community.

Let’s start with your family members, particularly the ...

Over the years, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also bring challenges – especially financial ones. That’s why you may want to seek the guidance of a financial professional. Here are some of the key life events you may encounter, along with the help a financial advisor can provide:
 

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