Posted on April 2, 2022

Probate is a series of legal processes that dispose of a decedent’s estate. Like most legal processes, it can be imposing. But there are ways to make it easier and possibly even skip it altogether, if you prepare in advance. Probate includes taking note of a will or trusts, inventorying and appraising any property, and notifying… read more

Posted on April 1, 2022

Our health and wellness feature this month is all about cryotherapy. It’s described as a “non-invasive application of subzero air to help the body in the recovery process from pain, swelling, and inflammation.” Our client concierge and operations manager Reggie Garcia signed up for the 10-day package at Cryo+Lounge on Shelbyville Road where he literally… read more

Posted on March 1, 2022

The IRS is encouraging taxpayers to make sure they’re well-informed about their tax situation as the filing deadline approaches. The key topics include special steps related to charitable contributions, economic impact payments, and advance child tax credit payments. Here are some key items for taxpayers to know before they file next year. Changes to the… read more

Posted on March 1, 2022

One reason people look forward to retirement is because they’ll have time to travel. If you’ve only had enough vacation time for a few long weekends a year before, it’s exciting to be able to plan out a real weeks-long vacation. But travel is different when you’re older. Health and safety concerns that you never… read more

Posted on March 1, 2022

Planning for college for yourself or a child? If you can’t pay cash for your education, part of your planning process will be finding loans, but there’s more than one kind of student lender. You’ll have to look at federal student loans provided by the government and at private student loans from banks, credit unions,… read more

Posted on March 1, 2022

Our health and fitness focus for this month is all about strength training.  Benefits found in strength training include making you stronger, decreasing falls and  lowering your risk of injury. Beyond the obvious, it helps burn calories more efficiently, decreases abdominal fat, and improves heart health. Basically, there’s something for everyone in strength training. Both… read more

Posted on February 4, 2022

As interest rates are still at all-time lows, you’re probably thinking about refinancing your mortgage. When you refinance for a shorter term, you save on interest and pay off your home sooner. Sounds good, but taking out more debt is never a simple proposition. Here are some considerations: Can you afford a higher mortgage payment?… read more

Posted on February 3, 2022

What do you do when you or a loved one can’t get through a day without help? It’s a problem most families face sooner or later, and it’s a thorny one. One option is to have an adult child move in with the care recipient or vice versa so that there’s always someone on hand… read more

Posted on February 2, 2022

As a survivor, executor, or administrator of an estate, you are obligated to file an income tax return reporting all the deceased’s income up to his or her date of death. You will need to be aware of all the credits and deductions the deceased is allowed as if that person had been alive to… read more

Posted on February 1, 2022

During the month of January, Reggie Garcia checked out the Stretch Zone. His first visit jump-started his day — even before coffee — leaving him awake, revived, and alert. The certified fitness and therapy professionals use a process that includes three segments, gradually increasing the level of stretch while communicating with the client about how… read more