Blogs

Some people may think that they only need to do estate planning to determine how their estate should be handled after passing away. However, planning for managing your financial affairs (and healthcare matters) during your lifetime is equally as important. Additionally, others may think that they only need to do […]

Talking with aging parents about their finances, their wishes, and the future, is never an easy conversation. While not all parents are willing to have these discussions, they are important to prevent the difficulties that eventually arise. Communicating early and often can help. Here are 6 tips from the article, […]

Stephen J. Lacey, Guest columnist Florida Today Without question, the Covid-19 outbreak has caused many of us to not only reflect on our lives, but also speculate and fret over our future. Respectfully, everyone has formed their individual opinions on the severity of the situation and the economic repercussions we […]