Health insurance is more important and more complicated than ever. One of these complications takes shape in the form of open enrollment periods. What are they, when are they, and how do you take adva
What Makes Certified Senior Advisors Exceptional? The CSA Difference
The CSA Difference is the manner in which a professional who is a specialist in aging executes services or develops products for the benefit of older adults and their families.
Using the CSA differenc
Find The Right Expert To Help You Manage Your Money
What’s in a name? When choosing a brand of paper towels or laundry detergent, one name may be as good as another. When it comes to selecting a financial advisor, however, consumers should know there a
How Can You Insure Your Future?
Long ago, people realized that there is strength in numbers. For hundreds of years, we have been joining forces against all kinds of calamities — including financial troubles.
The concept of insurance
Beating Caregiver Stress
Are you an informal or family caregiver for an elderly person? If you are, you are not alone.
Most Americans will be informal caregivers at some point during their lives. Each year more th
What Tax-Advantaged Alternatives Do I Have?
A strong savings program is essential for any sound financial strategy.
We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts a
How Can I Keep My Money from Slipping Away?
As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach.
By spending a few minutes each week to mai
What Is an Annuity?
An annuity is a contract with an insurance company that is funded by the purchaser and designed to generate an income stream in retirement. It is a flexible financial vehicle that can help protect aga
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a