Preserving Belongings for the Entire Family
Leaving complicated instructions about dividing personal things among family members after someone passes away can sometimes cause more problems than it solves.
With Steven Malach, Partner and Attorney, Lipson|Neilson
Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...
With Judith Cunningham
Judith Cunningham shares her experiences in dealing with her aging parents who are now 95 and 99.
With Heather Coleman-Voss, CPCC, CPLC, CBSP, founder of Career Savvy Coaching
Heather Coleman-Voss, CPCC, CPLC, CBSP, founder of Career Savvy Coaching, discusses covert and overt behavioral patterns of NPD, narcissistic personality disorder.
With Dr. Peter Lichtenberg
Dr. Peter Lichtenberg discusses the fascinating study showing that a 10 percent loss of cognitive ability correlates to a 20 percent loss in net worth. This study focuses on creating a 'risk...
With Scott Cooper, Senior Counsel, Practice Leader at Fragomen
Scott Cooper, Senior Counsel, Practice Leader at Fragomen, discusses U.S. immigration compliance, transactions and issues facing individuals and companies around the globe.
With Lisa Scholnick, RHU, LIC and Gary Scholnick
In this interview, sister and brother team, Lisa and Gary Scholnick, discuss the ins and outs of disability and life insurance. Lisa Scholnick, RHU, LIC, is the owner of LisaCo, Lifetime Income...
Protection During Your Pre-Retirement Years
Lisa Scholnick explains the top three financial fears, the top five reasons for disability income protection, and the top five reasons for Long Term Care Protection.
Determining Home Care Need and Paying For It
Aging in place has become a priority for many older adults. According to a 2018 AARP survey, 3 and out 4 Americans over the age of 50 hope to remain in their current home as long as possible. Some...
With Joanne Giardini-Russell, Giardini Medicare
Joanne Giardini-Russell, owner of Giardini Medicare, breaks down the world of Medicare as she explains Medicare Advantage, Medigap, the various plans, and the options available to the 65+...
Hazel Bridges, Aging Wellness
With the increasing costs of long-term care, it can be difficult to know where you stand financially or even how to begin planning. And while this can be an incredibly overwhelming task, it’s...
Advanced Income Strategies with Gary Scholnick
A large part of the population are entirely mindful of the probability of diminished lifestyle and savings from the immediate cash flow needs of dependency and immobility that often occurs with...
Legacy letters are a written set of directions to follow for living an ethical life. They are also referred to as ethical
wills. It allows you to express a set of values or morals to your loved...
A Primer for a Complicated System
Take a look at this primer on Medicare, the complicated federal government's health insurance program. Navigating the system can be daunting - we hope that this information is helpful.
Protecting yourself from identity theft
Jon Isenberg, of Elijah Information Technology explains how identity theft can happen, how to protect yourself, and how a Computer Forensic Expert will help you mitigate the damage and to seek...