Plan Your Retirement Budget Now With These Tips
Posted on August 8, 2022 by shieldsandboris
While it can be tempting to spend that sizable nest egg you have saved for retirement so you can start checking off your bucket list, over-spending can be dangerous for your finances. Creating a good, detailed budget can help that nest egg last for years to come.
Protect Yourself from Unnecessary Falls
Posted on August 1, 2022 by shieldsandboris
The first step to minimizing your risk of a fall is to assess your actual risk. The CDC has a quiz that allows you to answer a few questions, such as whether you hurry to go to the bathroom, what your medications are, and what your general mood is to assess your fall risk.
5 Reasons You Should Have a Living Trust
Posted on July 25, 2022 by shieldsandboris
Living Trusts are legal documents designed to protect your assets and keep you in control, even after death. Living Trusts provide clear directions for how to distribute your assets after your death.
Are Your Finances Disaster Proof?
Posted on July 18, 2022 by shieldsandboris
This is the time of year when natural disasters seem to strike the most, but disasters can happen year-round. It seems like we tend to hear more and more about massive wildfires, severe flooding, tragic earthquakes, and devastating hurricanes.
A Guide to Alzheimer's Care
Planning for someone who has Alzheimer’s disease can be complicated. Proper planning in advance can help alleviate many frustrations as the disease progresses. The time to act is now. Learn the steps for proper planning from our eBook to ensure that things are handled according to your wishes and that you’ve taken the best steps possible to protect your loved ones and your family’s financial security.
When Someday Arrives
We wrote this book for retirees and child caregivers as a tool to allow you to stay at home as long as possible and as a guide of what to do if you or a loved one cannot stay at home. We believe every family has a legacy to protect, and it is our job to protect that legacy. The greatest risk to today’s retiree is a long-term care health crisis. Request your copy today to prepare for what the future holds.
What To Do When A Loved One Dies
Consumers and financial planners, use this book as a down-to-earth primer of estate planning and elder law! Learn about the duties, rights, and responsibilities of the executor or administrator of an estate and what you should expect from competent legal counsel when you have to probate an estate. Find tools such as a guide to help you retain competent counsel and even an estate organizer so you can organize your own affairs.
Don't Go Broke in a Nursing Home
Take back control of your life and provide excellent long-term care for your aging loved ones without going broke in the process. Find creative financial strategies to protect your assets and the quality of care you receive. In addition, learn about little-known tax incentives, how to choose the right home care providers, long-term care facilities, and how to manage the crisis.