Let’s Talk About Getting Old
June 26, 2024
Planning for the possibility of your own incapacity as you age is uncomfortable but necessary
“Spring Cleaning” Your Personal Affairs This Summer
June 25, 2024
Now is the time to organize your financial life
Save the Date! Shred Day April 27, 2024
March 11, 2024
We will be hosting another shred day at our office on Saturday, April 27th, 2024 from 11 am – 2 pm. 300 E. 2nd Street in Salem near John M. Oakey Funeral Home. Limit of 3 bags or boxes. No metal, batteries, electronics or other non-paper material. Staples and paper clips OK. Open to the public. No RSVP required. Households only, no businesses. We are also handing out hot dogs, chips, and sodas and will have a drawing for a desktop micro-cut shredder. Questions on what to save and what to toss? Read this Forbes magazine article.
Does It Pay to Wait Until 70 to Claim Social Security Benefits?
March 8, 2024
Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
3 Signs You Definitely Need a Trust (and Not Just a Will)
February 12, 2024
Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over a trust.
Estate Planning Tips for Blended Families to Protect Loved Ones
January 3, 2024
Blended families present some of the most challenging facts to plan for. This article has tips for blended families on identifying overall estate and financial planning goals and concerns and identifying heirs to protect your family and future.
Planning Considerations for Parents of Disabled Children
December 15, 2023
Parents of disabled children need to make special plans for what happens when the parents can no longer be caregivers.
Will 2024 Be A Good Year For Investors?
December 13, 2023
The new year might be a good opportunity to invest if you have the right mindset.
Problems Created by Adding Adult Children as Joint Owners
December 8, 2023
You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account.
