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2020 has certainly been a wild ride and has presented us with unique financial planning opportunities. Although we are already in the fourth quarter, it’s not too late to take advantage of these opportunities while working on your year-end financial planning strategies.

Watching a parent or other loved one grow older can be an affirmation of our independence. However, when you notice aging taking a toll on your parent, it becomes very difficult to step in and assist. The children resist becoming the “parent” to obtain information about finances, estate plan…

I’ve had occasion to learn a lot about rehab over the past little while, and my brain is on …

“Let the old year and its curses end; let the new year and its blessings begin” (Babylonian …