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Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
Famous Estate Planning Blunders
By Elaine Floyd, CFP ® Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all
Charitable Gifting Through Community Foundations
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS As a lesser-known but viable alternative to a private foundation, a community
Do You Need to Sign Up for Medicare at 65 if You’re Still Working?
By Elaine Floyd, CFP ® For the past four decades, age 65 marked the time when you would leave your job, start
Disaster Planning: Steps for Guarding Your Assets
By Amy E. Buttell and Elaine Floyd, CFP® As super storms and natural disasters continually remind us, it’s important to have
6 Documents You Need to Preserve Family Legacy
By Debra Taylor, CPA/PFS, JD, CDFA Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can
4 Common Elder Scams: How to Stay Safe and Fight Back
By Devin Kropp, Horsesmouth Associate Editor Elder fraud continues to be a growing problem with millions falling victim to a scam
11 Financial Tips to Make Caregiving Easier
By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it
WEP and GPO: Repealed!
By Elaine Floyd, CFP ® On January 5, 2025, the Social Security Fairness Act was signed into law. The bill, which
Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies and other financial paperwork. Financial
