» Retirement

Government Agency Provides Misinformation

In the estate planning work we do for our clients, we need to know how to deal with a number of different government agencies.  Depending on a client’s age and personal circumstances, we often help facilitate claims for benefits though the Connect… Read More
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Retirement, Student Loans and Social Security

When we think of retirement we think of sitting back somewhere warm and enjoying what we have worked so hard all of our life to build.  When we think of retirement we do not think of having outstanding student loans…but nowadays we may have to! Th… Read More
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    I was “lost” and now I am “found”. I didn’t know where to turn when my spouse was in assisted living and time (3) year long-term care policy was getting depleted. Read More
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