Would You, Will They? How a Will Shares Your Wishes

FISCALLY FIT LEGACY SERIES Make a Will I’ve been reading a lot of articles and blogs written about making a will lately, and they all pretty much say the same thing. Wills are simple to create, yet most Americans don’t…

Giving Thanks and Giving Back – What’s in it for me?

As we enter the season most associated with giving thanks and giving back, I have been reflecting on the meaning of the terms “philanthropy” and “charity.”  Many of us are moved at this time of year to be generous. We…

Communal Retirement Living… No Love Beads Required

For many of us, communal living conjures up images of the sixties… complete with fringed jackets and love beads. With memories of the economic meltdown during The Great Recession (2007 to 2012), many of us wonder if we’ll have the…