Some kinds of insurance policies don’t make sense as you get older. AARP’s recent article entitled “10 Types of Insurance You Don’t Need” lists some insurance products that may not make sense for seniors. Life insurance after you retire. This is designed to protect your family from losing income if...

Nancy Whitaker made a career as a speech pathologist in various Marion County (Ohio) schools. She was born in Florida and married “Bud” Whitaker in 1976. He passed in 2003. Enjoying history, Nancy was a member of the Daughters of the American Revolution and the Marion Historical Society, making many friends in those organizations. She was...

Successful Farming’s recent article entitled “Is 50 Too Early For Estate Planning?” gives us some guidelines, so you can address the what-ifs as changes occur and eventually solidify everything. Let’s look at some key guidelines: Define parameters. Regardless of what age you implement your plan, it needs definition. Outline the basics...

Blended families have estate planning challenges differing from traditional families, explains a recent article from The Record Courier, “Estate Planning for Blended Families.” A blended family is one where one or both partners have children from a prior marriage. The details vary, but the concern is the same: the possibility for...

One nonmotor symptom that experts are particularly looking at is a loss of smell, which occurs in approximately 90% of those with early-stage Parkinson's disease. VeryWell Health’s recent article, “How a Smell Test May Predict Parkinson's Disease,” says that loss of smell (called hyposmia or olfactory dysfunction) not only impairs a person's...

Estate planning addresses many issues, from who inherits your property or handles your finances to who takes care of you if you’re incapacitated to who manages funds for a disabled child. Unfortunately, there are many myths around estate planning, as explained in the recent article “Debunking the Top 10 estate planning...

We all love our pets, and especially since COVID, pet ownership in the USA has increased.  In fact, the pet industry has grown faster than most. Our pets provide us with companionship, unconditional love, exercise, and joy. What will happen to your pet if you should pass away before your pet does? Pet trusts and...

Mindful estate planning can create tax and investment efficiencies and help ensure that your wishes are fulfilled, says a recent article titled “Estate planning basics: Tips for strategic preparation” from Atlanta Business Chronicle. Before creating a plan, it may be helpful to understand the components of a comprehensive plan, how assets...

As spring is in the air and nice weather is just around the corner, consider the many benefits of going outside for some fresh air and exercise.  As it turns out, that exposure to sunlight and vitamin D may do more than just boost your mood, it may also lower your incidence of dementia. In...

J.P Morgan Wealth Management’s recent article entitled, “Estate planning: Why everyone should have a will,” explains that your will doesn't just control who gets your money; it also controls when they get it and who's in charge of the process. For those with young children, a will is also the only...