Traveling Abroad in 2018? Follow This Checklist Before You Leave

graphic of city on the water with an airplane flying over

Now is the time of year when many of us are planning and solidifying our travel plans for the upcoming year. With so many wonderful places to visit in this world that are more accessible than ever, many of us will be jet setting across the globe. Travel abroad can be relaxing, luxurious, and exciting,…

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From One Big Year to the Next: How 2017 Will Impact Seniors, Veterans, and People with Disabilities in 2018

news paper with head line "Daily News Changes Ahead"

It has been a year packed with activity on the presidential and congressional level. We have seen proposed, amended and failed legislation, blocked executive orders, investigations, and charges of collusion on both sides. Here’s how developments from 2017 are likely to impact seniors, veterans, and persons with disabilities. What Happened with Health Care? 2017 saw…

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Does Your Durable Power of Attorney Have the Provisions It Needs?

man with pencil writing on documents on a clip board

When you meet with your attorney to create your durable power of attorney, your primary goal is likely to be naming a person you trust to act as your agent. Your agent will have the legal authority to make decisions for you, should you no longer be able to do so yourself. The estate planning…

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The Crucial Conversations to Have With Your Advisors Before 2018

business meeting with smiling employees

The end of the year is almost here. In the midst of all the celebrations, travel and chaos with the kids out of school, there may feel as if there is very little time to get anything done for yourself. Despite this overall sense of overwhelm, you do need to think about you and your…

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7 Unexpected Ways to Say Thank You for Family

daughter and mom smiling with cup of coffee looking at an i pad

During the holiday season, many of us are searching to find the “perfect” gift for our loved ones. We search and scour local stores and online retailers until we find just the right thing that says thank you to family and we believe our loved ones will want. In many instances, we stress ourselves to a…

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Is Aging-in-Place an Option?

grown up daughter with father in wheelchair embracing eachother

Seniors are living longer than ever before. While this is a tremendous benefit for you and your loved ones, it can also be a scary concept as we contemplate your changing needs. There is no question that as we age our needs change.  From health diagnoses and physical limitations to financial considerations and isolation issues,…

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