Legal

Fiduciaries and Due Diligence

Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post will bring…

6 years ago

Taking Calculated Steps Towards Retirement

Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event. Retirement planning…

9 years ago

Tips for Online Safety

I attended an online security conference this week and there were several workshops that included information that I thought may…

11 years ago

Phased Retirement is a Win-Win for the Employee and the Organization

Are you lurking around this site even though you are not retired yet? Or maybe your spouse is not retired…

11 years ago

Where there’s a Will…

Several of our friends have died this year. It comes to us all eventually; death, that is. As the old…

12 years ago

Medicaid and Life Estates

Life estates have historically been used as part of Medicaid planning. A life estate can be described as a form…

12 years ago

Probate 101

Many individuals don’t quite understand what the term “probate” means, but they have a notion that “probate” is something that…

12 years ago

A Cautionary Tale… Protect Your Hard Earned Money

While many may not have the resources that Mr. Blum (below) had the rules about protecting your money still apply.…

12 years ago

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