Category: publications

Planning for an inheritance to be passed on to your loved ones with minimal complications means making sure some key details are in place. Among them might be identifying an Eligible Designated Beneficiary (EDB) for your retirement accounts like your IRA. They will be the official individual to inherit your assets after your death. This… Continue reading Eligible Designated Beneficiary

Owning a dog goes beyond licks and playing ball. There are preventative efforts that as a dog owner, need to be on your radar. Flea and tick medication falls under that category and those efforts will protect your dog from the early stages through the senior ages. As with any medication, there are warnings to… Continue reading FDA Warning about Flea and Tick Medications

Your dog’s ears. Some may be floppy; some may stick straight up. No matter what kind of ears your furry friend has, keeping them clean is essential for the health and wellness of your pet. Even though you may regularly take your dog to a groomer, you still need to understand how to clean your… Continue reading Dog Ear Cleaning Guide

As Ferris Bueller said, “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” He was right. Before you know it, the kids are grown and you’re leaving the work life behind and headed into retirement. Whether your plans include a new residence in Florida or… Continue reading Will You Get What Social Security Promises?

Having a plan in place to care for your aging parents is one of the most loving things you can do for them. And as you ensure their wellbeing in their later years, you can also make sure those plans are on the best financial path. Financial advisors often see clients faced with the challenge… Continue reading Wealth and Long-Term Care Planning for Aging Parents

Scared of taking the plunge into investing? Putting money into stocks can be extremely intimidating, whether you’re an experienced day trader or a complete novice testing the water on a trading app. When there’s money on the line, you want to do everything right. Part of the problem is that the less you know about… Continue reading Common Questions for New-bie Investors

If you’re wondering if purchasing life insurance is worth it, you first need to understand what it is and what it does. Unlike auto insurance, which is mandatory in many states to drive legally, life insurance is up to you. Health insurance coverage is not required, however, it’s recommended. Back to life insurance. Here are… Continue reading Is Life Insurance Worth It?

Sing it with me: “Money money money….money”. Remember the theme song of The Apprentice? Well, this is real life and how you manage your money is not a competition. Money doesn’t just pay the bills, it can also create a future for you and your family. It’s a tool for smart choices and fixing bad… Continue reading Ways to Manage and Use Your Money More Effectively

Yes, this is a thing, and yes, you should do it. It’s a great excuse to (temporarily) break free from your sweats and dress up to lift your mood. So before writing this, I wasn’t actually sure if dressing up during quarantine was an actual thing. I mean, it seems a little pointless right? We’re… Continue reading Giving Your Lonely High Heels the Attention They Deserve

Bitcoin, blockchain, and cryptocurrency have been quite popular for quite some time now. Unfortunately, most people have an issue differentiating the three, especially when most of the information online on these topics are so technical. The challenge in differentiating them lies in the fact that the three are intricately linked, making it hard to differentiate… Continue reading Bitcoin, Blockchain, and Cryptocurrency – What’s The Difference?