Helping Widows and Widowers Move Forward On Their Own
The loss of a spouse can be devastating, both emotionally and financially, especially if it was unexpected. The stress of handling all the legal and financial issues can be overwhelming, even for women or men who are financially savvy.Widows are one of the fastest growing...
Housing During Retirement: Your Go-Go Years, Your Slow-Go Years and Your No-Go Years
When people think of retirement, they often envision the couple walking on the beach, sailing the sailboat, or playing golf. It is easy to picture the active part of retirement that is free of the stresses of work and career. However, with many retirees living...
Alabama Ranks in the Top 10 States for Identity Theft: DON’T BECOME A VICTIM!
In 2025, Alabama experienced a substantial increase in identity theft activity, including federal prosecution of organized check fraud rings to arrests for financial identity theft. A major incident included a Medicare data breach that potentially impacted 100,000 residents. Identity theft takes different forms including tax...
Maximizing Your Social Security Benefits
There are big changes to Social Security in 2026. Congress passed a law called the Social Security Fairness Act which could increase Social Security benefits for many Americans, which President Biden signed into law. If some of your career was spent working in non-Social Security...
If Something Happens to You, Are Your Records Organized?
Are your records organized? If something were to happen to you, would it be easy for loved ones to take over your affairs or settle your estate? Would they know where to find all your necessary healthcare information, legal documents, passwords, and PINs? Would they...
Can You Afford to Retire?
Can you afford to retire? The pandemic has pushed many people to confront this question earlier than they may have planned. The answer may be more complicated than you think and an incorrect answer could be costly. To correctly answer the question, it may help...
How to Keep Your Retirement On Track in a World of Low Returns
As a retiree, are you at risk for outliving your income? A serious question for serious times. Recently, several key assumptions traditionally used in retirement income planning are being challenged by leading financial industry experts. Are retirees who made those traditional assumptions still okay? For...
“It Won’t Happen to Me!”
The statistics can’t be denied. Seventy percent of Americans will need long-term care before they die. On average, someone needing long-term care will receive over four years of care in their home and then will go on to a facility, such as an assisted living,...
Helping Widows and Widowers Move Forward on Their Own
The loss of a spouse can be devastating, both emotionally and financially, especially if it was unexpected. The stress of handling all the legal and financial issues can be overwhelming, even for women or men who are financially savvy. Widows are one of the fastest...
If Something Happens to You, Are Your Records Organized?
Are your records organized? If something were to happen to you, would it be easy for loved ones to take over your affairs or settle your estate? Would they know where to find all your necessary healthcare information, legal documents, passwords, and PINs? Would they...