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Formal Wills & Trusts

Important Estate Planning

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Elvis died without a will, and so did Prince. Aretha Franklin left no formal will or trust, and now her heirs are fighting over some handwritten documents that may or not meet the legal standards...

Medical Power of Attorney

Your Medical Directives

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As part of an estate plan, an important legal document is called a medical power of attorney. The purpose of a medical directive, or power of attorney (POA), is to provide specific instructions to...

Is CBD Right For You?

A Natural Alternative

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A lot of these medications have undesirable side effects, and some may even lead to dependence. So, it is no surprise that today’s well-informed seniors are looking for natural alternatives like...
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Crucial Financial Strategies As We Retire
/ Categories: Featured, Financial, Retirement

Crucial Financial Strategies As We Retire

Rebecca Abel, CFP, CDFA

Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel

 
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