Financial Health

By Laurie Haelen   Did you know that, if you are at least 70½ years old, you can make tax-free

Understanding the ups and downs for peace of mind investing By Laurie Haelen   Conventional wisdom states that what goes

If you are concerned about the recent performance of the market and its impact on your retirement, you’re not alone

By Pragya Murphy Many people spend years looking forward to retirement, but quite often when the time comes to take

By Susan L. King On Dec. 20, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act

By David Zumpano No one wants to be a burden to their loved ones, but many do so because they

By David J. Zumpano Have you heard that if you need long-term care Medicaid can take your home? Have you

Is it enough get a proxy at the local hospital or from your doctor’s office? By David J. Zumpano Doctors

By David J. Zumpano Betty had been a client for over 15 years. Her only daughter and her husband were

By David J. Zumpano Mary recently went into the office of an estate planning attorney who also practices in Medicaid.