Blog

Aug 1

Legal Preparations For Solo Agers

Secure your future with legal preparations for solo agers. Explore the importance of wills, POAs, and advanced directives.

Jul 9

Life Care Planning

What Is Life Care Planning?

What is life care planning, and how does it ensure quality care, informed decisions, and financial security in your later years?

Jul 9

Long-Term Care

What Are Elder Care Coordinators?

Learn how elder care coordinators provide expert guidance, personalized care, and support for families navigating elder care challenges.

Jul 3

Estate Planning

What Is A Public Benefits Specialist?

A public benefits specialist helps clients navigate and secure essential government benefits, ensuring financial support and access to neces

Will Hidden Eldercare Costs Blindside Your Family?

Aug 2, 2022

Caregiving

Will Hidden Eldercare Costs Blindside Your Family?

If you want to navigate the elder care journey without going broke, you won’t want to miss this FREE educational event...

After My First Meeting, I Was So Relieved

Jul 25, 2022

Life Care Planning

After My First Meeting, I Was So Relieved

When my mom went into rehab after having a stroke, I was told that I should see an elder care lawyer to protect Mom’s assets...

Apr 14, 2022

Estate Planning

Finding Love Later in Life

When people get married later in life, the glow of love can often blind them to important estate planning matters.

Mar 7, 2022

Asset Protection

Will You Make These Common Asset Protection Mistakes?

Will you waste money and time because you fall for myths and misconceptions?

Is It Possible to Live Too Frugally During Retirement?

Jan 7, 2022

Estate Planning

Is It Possible to Live Too Frugally During Retirement?

Yes, it is, says Matt Fellowes, CEO of United Income, in a recent report.

Could you be on the hook for your parents’ nursing home bill?

Jan 6, 2022

Long-Term Care

Could you be on the hook for your parents’ nursing home bill?

Being held responsible for your parent’s nursing home bill is a scenario that few people think about. Caould it happen to you?

Jan 6, 2022

Asset Protection

Why You Need to Worry about Asset Protection Planning

Many people I talk to believe that only the ultra-wealthy need an asset protection plan. Nothing could be farther from the truth.

Programs Offer Property Tax Relief for Elderly, Disabled and Veterans

Jan 6, 2022

Asset Protection

Programs Offer Property Tax Relief for Elderly, Disabled and Veterans

Growth has resulted in higher property values throughout Middle Tennessee. Though this has created more home equity for...

What Can the 1% Teach the Rest of Us about Aging?

Dec 4, 2021

Estate Planning

What Can the 1% Teach the Rest of Us about Aging?

If you have fears about growing older, consider taking a page from the Super Rich playbook to tackle them.

Dec 1, 2021

Estate Planning

Have You Discovered Our Podcast?

Have you discovered the AGING STARTS NOW podcast? It's a great way to learn how to plan for the realities of growing older.

Caught in a Data Breach? Do These Things Now.

Oct 27, 2021

Caregiving

Caught in a Data Breach? Do These Things Now.

It seems like every day there's another data breach. Every incident is a terrifying reminder of just how easy it is for our personal...

Mar 16, 2020

Caregiving

Beware the Coronavirus Scams

As the nation faces the current CORONAVIRUS concern, scammers are already finding ways to take advantage of us.

Mar 13, 2020

Estate Planning

Getting to Know the SECURE Act

The SECURE Act is the most far reaching and impactful legislation affecting retirement accounts in decades.

Jan 21, 2020

Caregiving

Beware the New Twist on an Old Scam

Criminals trying to pull the Social Security scam on seniors aren't just using robocalls. They're now sending letters.

GUEST COLUMN: Consider an Uninsured Motorist Umbrella Policy

Jan 5, 2020

Asset Protection

GUEST COLUMN: Consider an Uninsured Motorist Umbrella Policy

Considering what’s at stake, spending a little extra to protect the ones you love is well worth the coin.

Sep 23, 2019

Medicaid

TennCare Changes: What You Need to Know

Funding Pooled Trust no longer an option; spousal IRAs must be annuitized

Jun 3, 2019

Medicaid

Will a Medicaid Block Grant Harm Tennessee Seniors?

The move to radically restructure TennCare by turning it into a block grant program continues to advance. What will this mean?

Smart Ways to Build a Moat Around Your Wealth

Apr 17, 2019

Estate Planning

Smart Ways to Build a Moat Around Your Wealth

take steps to protect the assets you’ve worked so hard to build. Otherwise, you may jeopardize your family's financial security.

Mar 5, 2019

Estate Planning

Umbrella Policies: Essential for Estate Planning

one component of an asset protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy.

VA Changes Complicate Qualification Process

Dec 16, 2018

VA Benefits

VA Changes Complicate Qualification Process

Changes in eligibility requirements have created two new hurdles that veterans and their families must clear in order to qualify.

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