Planning Matters.

A Widow.

I don’t even like the term.

I can’t be, can I? I’m too young to be a widow.

It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.

After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.

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Taking Care of Someone You Love When They Cannot Take Care of Themselves

The information regarding guardianships is for educational purposes only. It is not intended to be legal advice. Please consult with a legal professional for specific legal guidance.
There may be a time in your life where you find yourself needing to take steps to care for a child with special needs or an elderly parent who is no longer able to make decisions or act on their own behalf. One solution in this situation is to file for guardianship.

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Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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It’s Award Season!

We’re not talking about the Oscars or the Grammys, but the time of year when families start finding out if they’re eligible for financial aid. Award letters can be perplexing due to lack of standardization and confusing terminology. If you or your student receives an award letter this spring, here are some pointers about how…

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Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!

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