To-do List for 2019 Should Include These Documents

Don’t wait until you are under pressure, to create these safeguards. If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish in 2019, according to Fox Business in...

Seconds to Leave Your Home? What Do You Take?

A “go-bag” can protect your family, until you can head home again. With the recent wildfires affecting Ventura County, you never know when an emergency will arise that causes the evacuation of your home. If that should happen, do you have a “go-bag” that will protect...

How Do You Fill Void When Caregiver Role Ends?

What happens to the caregiver, when your loved one is gone? Providing care for another adult can be difficult, because the caregiver often puts their life on hold.  They may find themselves facing a new challenge later, according to the AARP Bulletin in “What Happens...

Can Bankruptcy have an Impact on Your IRA?

Protection varies, according to state law. IRAs are protected from bankruptcy. However, there are some limitations you should guard against, according to The Balance in “What is IRA Bankruptcy Protection?” President George W. Bush signed bankruptcy protection into law...

The Majority of Elderly End Up Needing Long-Term Care

Not having a long-term care plan, can put your family at financial risk. A government report estimates a vast majority of those over 65 will end up needing long-term care. However, many people do not have plans to meet the expenditures, according to Westfair Online in...

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