Is Your Retirement Plan A Plan or a Wish List?

  • March 12, 2020

Whether you are thinking about life-long finances or planning for retirement, it’s always a good idea to discuss ideas and strategies with a professional. When it comes to an estate plan, your best bet is an attorney who focuses their…

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The Telehealth Revolution

  • March 10, 2020

The silver tsunami of Americans aging into 65 or more years puts additional strain on an already overtaxed US health care system which is running low on doctors, nurses, and caregivers. The surge in baby boomer seniors and near seniors…

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When is an Irrevocable Trust Revocable?

  • March 9, 2020

There was a time when irrevocable trusts were truly irrevocable. However, some states now offer ways to make changes—as long as you follow the rules carefully. Warning: penalties for mistakes can be significant, so work with an estate planning attorney…

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Seniors Struggle to Keep Home Health Care

  • March 3, 2020

All across the US, there is a new refrain spoken by Medicare home health providers, including occupational, speech, and physical therapists, social services, as well as intermittent skilled nurses: "Your husband (or whomever) is not going to get better, so…

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What Did the New Tax Laws Do to Charities?

  • March 2, 2020

Do Americans donate to charity because they want to, or for the tax benefits? Unfortunately for the non-profit sector, the numbers for 2018 reflect a downward turn. Americans gave generously in 2018, unless you adjust for inflation. If you do…

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How Elder Abuse is Being Addressed in San Diego

  • February 28, 2020

An outreach campaign created to boost awareness of the problem of financial elder abuse was announced by District Attorney Summer Stephen. The DA also reminded employees of the city’s financial institutions that they have responsibilities as legally mandated reporters. The…

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Do T-Bonds Fit in a Retirement Portfolio?

  • February 26, 2020

Saving for retirement involves a variety of investments, including domestic and international stocks, mutual funds, cash and bonds. T-bonds are liked by many people, because they are backed by the “full faith and credit” of the U.S. federal government. However,…

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