Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy
Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations…
5 years ago
Financial Transitions
How to Retire on a Lump Sum Pension
A Glance at this Episode: 5:23 – Believe it or not, it is possible to…
5 years ago
061: Keys to a Successful Transfer of Wealth
Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth…
6 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
2021 Medi-Cal Resource Updates
The California Department of Health Care Services recently announced new Medi-Cal resource numbers for 2021. In All…
6 years ago
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago
056: 5 Mistakes to Avoid When Moving Senior Parents
Big Three from Episode #056: Don’t wait until it’s too late, start planning NOW!Treat your…
6 years ago
054: How to Use Reverse Mortgages as a Financial Tool
Big Three from Episode #054: Many laws and regulations are governing reverse mortgages that protect…
6 years ago
Why You Need an Estate Plan at Every Age
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you…
6 years ago