Finance & Legal
Smart guidance to help you plan, protect, and thrive. From managing money in retirement to understanding legal documents and estate planning, find expert advice tailored to the needs of older adults and their families.
Finance & Legal
Long-term Limits?
In an increasingly complex marketplace, the rules are changing for long-term care insurance By Ric Runestad Owner & Principal, Runestad ...
Finance & Legal
Make Asset Protection an Important Part of Your Retirement Savings Strategy
By Bill Demaree Demaree Retirement Services For most individuals and couples earnestly planning for their retirement, the process typically revolves ...
Finance & Legal
Keep it—Moving
Financial and legal considerations for relocation By Mitch Adel, Managing Partner, Cooper Adel & Associates AARP conducted a migration study several ...
Finance & Legal
To Have and to Hold
Same-sex couples face unique challenges in financial and estate planning By Josh Alpert, Principal, Wealth Trac Financial Group Same-sex couples—including seniors—have ...
Finance & Legal
Plan Early, Plan Often to Combat Rising Costs
By Mitch Adel, Certified Elder Law Attorney, Managing Partner, Cooper Adel & Associates We’re told that we live in a time of ...
Finance & Legal
An Uncertain Future
Evolving retirement and financial security realities in 2014 By Mitch Adel, Certified Elder Law Attorney, Managing Partner, Cooper Adel & Associates When ...
Finance & Legal
BBB Survival Tips for Holiday Shopping
Tis the season for holiday shopping! One of the busiest shopping periods of the year is right around the corner, ...
