Aging-related issues are much like financial planning – every family’s situation and needs are so different there is no “one size fits all.” The “how do I help my parents with [fill in the blank],” can range from a simple referral to complex housing and care needs.

Taxes have become the #1 issue clients want managed. One big, missed opportunity I see is not deducting medical expenses when they can. In recent years, fewer Americans have claimed medical deductions compared to mortgage interest and charitable donations. This blog shares some key medical deductions you should consider.

As the second post of a two-part series on life insurance, we discuss term life insurance—the amount of coverage you should consider and other pitfalls to avoid. See previous post for more information.

Life insurance is an important part of any financial plan, but buyers should beware. This is part one of a two-part series on the topic where we discuss the different types of life insurance – ones you should supplement (like that from your employer) and ones to avoid altogether. Part two will cover specifics about the amount, the process, and some resources.