Blog Articles

VA Benefits
Aid and Attendance

The Veterans Benefit You Need to Know About

The VA Aid and Attendance benefit that helps eligible wartime Veterans and their surviving spouses pay for long-term care is not well-publicized.  We were happy to hear it mentioned on Southern California Public Radio Station KPCC’s (89.3) show “Take Two” on February 19, 2020.  You can listen to the segment by clicking on this link: Take

Read More »
401(k)

I’m Between 55 and 64, How Do I Boost My Retirement Savings?

If you’re between 55 and 64, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money saved can make all the difference, both financially and psychologically. Your focus should be on building out—or catching up, if necessary.

Read More »
Long Term Care
Estate Planning

If You Plan to Retire This Year, Be Prepared

Many people are looking forward to 2020, simply because it’s the start of a new decade. However, if you plan to retire in 2020, then you clearly have your own set of reasons to get excited for the year ahead.

Read More »
Annuities

Do Unmarried Couples Need Estate Planning?

Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.

Read More »
Search

Recent Posts

Subscribe to Our Blog Digest & eNewsletter