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January 2016 Archives

Do you belong to the Sandwich Generation?

As baby boomers and their predecessors age at a time when economic hardships are common for families and health insurance and care is costly, an increasing number of middle-aged adults are becoming part of the Sandwich Generation. The Sandwich Generation are those individuals who care for both ailing or elderly parents and children in their own home. As part of this generation, there are some considerations you must take that other individuals don't always face.

Are you planning for the three financial risks of retirement?

Many people look forward to retirement as a time to rest and enjoy life. It is, hopefully, a time when you can experience the positive benefits of all that you have worked for in life. But retirement does come with financial risks, and you can mitigate those risks through early care planning.

Understanding when a special needs trust is warranted

If you have a loved one who has special needs or is disabled, it's natural that you might want to provide for him or her as long as possible. This is especially true if that loved one is one of your children. For parents of disabled or special needs children, the question of life-long support can be a stressful one, and balancing all of the options to provide the best possible benefits can seem impossible.

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