Get help with your Advance Care Planning

Advance Care Planning is making decisions about the healthcare you would want to receive if you happen to become unable to speak for yourself. These are your decisions to make, regardless of what you choose for your care, and the decisions are based on your personal...

Gap tips from AARP for sudden retirement

Blindsided by Retirement? Here’s What to Do Follow these tips if you find yourself suddenly and unexpectedly retired, facing a funding gap. by Jean Chatzky, AARP The Magazine According to a recent study, half of workers leave their jobs sooner than originally...

Celebrate Older Americans Month

Older Americans Month was first celebrated when President John F. Kennedy designated May 1963 as Senior Citizens Month. After a meeting with the National Council of Senior Citizens, Kennedy encouraged all Americans to pay tribute to older people across the country....

Pet trusts: Gopher State may join pack of states to allow them

It looks like Minnesota will join the pack of states that allow the creation of pet trusts to provide care for beloved animals after the pet owner’s death. Ohio and all other states in the U.S. already permit such trusts as part of estate planning. A dog-loving...

Start Planning Today with my Social Security

For more than 80 years, Social Security has helped secure today and tomorrow with information, tools and resources to meet our customers’ changing needs and lifestyles. Your retirement may seem far off, but the fact is there’s no better time than now to lay the...
Gifting to Grandchildren

Gifting to Grandchildren

Considering gifting to grandchildren and sharing your wealth?  Gifting assets to your grandchildren can reduce the size of your estate and the tax that will be due upon your death and it can assist those family members to achieve a better start in life.  Grandparents...