What's in our portfolio? What is an annuity? What's the difference between an inherited IRA, traditional IRA, and Roth IRA? Doesn't cash mean paper...
We often are asked what can be done with cremated remains. We put together this video to review the multiple, legal ways cremated remains can be...
Being a family caregiver can be a strain financially. Many family caregivers are faced with the decision of working a full-time job on top of caring...
Completing your estate plan documents is a good first planning step. Those documents appoint your team and gives them the authority they need....
When life gets busy, we often put future planning off for another day. Taking advantage of a little extra time, Jeff reviews updating your current...
Jeff reviews in this video how a Memorandum with Regard to the Distribution of Household Goods and Personal Effects can avoid family disputes . ...
Join Jeff in cleaning out old filing cabinets where he will review what documents to keep and which to destroy. (Click on screen below to play).
According to the U.S. Department of Health and Human Services, at least 70 percent of people over age 65 will require some long-term care services...
For those who have a significant amount of savings in retirement accounts, the amount those individuals can transfer to next the generation has been...