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Maximizing the Savings with 529 Plans

Maximizing the Savings with 529 Plans

One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a…

After a Record Year for Stocks, What Should Investors Do in 2018?

After a Record Year for Stocks, What Should Investors Do in 2018?

For many of us, the New Year brings about time for both reflection and thoughts of the future. As 2017 is now in the books, we’d like to take the opportunity to share some insight into how we viewed the…

A Focused Approach to Finding Senior Care

A Focused Approach to Finding Senior Care

Finding care for an older loved one can be a daunting task. Before beginning the search and selection process, you must know what you’re looking for. Nowadays we are in a season that represents the peak demand for all senior…

Understanding Long-Term Care

Understanding Long-Term Care

When you think of the term long-term care, you probably think about nursing homes. In reality, long-term care doesn’t have as much to do with nursing homes as you might think. Understanding the difference can help you protect your family…

My Experience with Assistant Living

My Experience with Assistant Living

My experience with assisted living started shortly after my mom moved back to Missouri. Years ago, when my parents retired, they moved to California. They ended up living there for 27 years. My mom decided about 4 years ago to…