Family

My Bottom Line Hat
Family

My Bottom Line Hat

Kelli McCourt | November 2, 2023

My husband just had triple heart-bypass surgery. It started when a nuclear stress test indicated a blockage in an artery.…

What Keeps Us Happy?
Family

What Keeps Us Happy?

Kelli McCourt | October 2, 2023

My husband and I recently embarked on an 11-hour drive with my parents to visit my sister in South Carolina.…

Is a Family Limited Partnership Right for You?
Family Finances

Is a Family Limited Partnership Right for You?

Martin Shenkman, CPA, JD | September 11, 2023

Do you think a Family Limited Partnership (FLP) is something that you don’t need to consider? Maybe…maybe not. FLPs—a type…

When a Loved One Doesn’t Have a Will
Death & Dying

When a Loved One Doesn’t Have a Will

Martin Shenkman, CPA, JD | August 13, 2023

A man walked into tax attorney Martin Shenkman’s office some years ago with a problem—he had inherited a large sum…

Couples’ Guide to Keeping Your Heart Healthy

Couples’ Guide to Keeping Your Heart Healthy

Helen Lavretsky, MD | August 9, 2023

Heart disease is a concern for both men and women, and how you work as a couple to ward it…

Considering a Continuing Care Retirement Community?
Family

Considering a Continuing Care Retirement Community?

Brad Breeding, CFP | August 7, 2023

Most of us want to remain in our homes for as long as possible—but sometimes a move to an assisted-living…

How to Handle Marriage and Money
Family Finances

How to Handle Marriage and Money

Jacqueline Newman, Esq. | July 18, 2023

Sooner or later, money becomes a point of contention in every marriage. It’s inevitable that two people, no matter how…

Rover Rx
Pets

Rover Rx

Carrie Nydick Finch, LCSW | July 1, 2023

What’s one of the strongest prescriptions for better health? According to decades of scientific research, it may be owning a…

Preventing Feuds Among Your Heirs
Family

Preventing Feuds Among Your Heirs

Marlene Stum, PhD | June 13, 2023

What do Robin Williams, Audrey Hepburn and Lady Diana all have in common? Their deaths triggered family inheritance feuds. Not…

What Critical Information Will Your Heirs Need?
Family

What Critical Information Will Your Heirs Need?

Judith Guertin | March 19, 2023

Your estate-planning documents won’t tell your heirs everything they need to know after you die or become incapacitated. You could…

What’s Your Plan?
Family

What’s Your Plan?

Kelli McCourt | March 16, 2023

We’ve all heard the story. A loved one gets a scary diagnosis and ends up in the hospital, followed by…

Best Holiday Gifts for the Gardeners In Your Life
Family

Best Holiday Gifts for the Gardeners In Your Life

Teri Dunn Chace | December 7, 2022

It is likely that the gardeners on your list already have the tools they consider essential. So what qualifies as…

Holiday Gifts That Give Comfort and Joy
Family

Holiday Gifts That Give Comfort and Joy

Dana Baardsen | November 21, 2022

Gifts that provide luxury and pleasure are ideal choices this holiday season. Concerns about inflation have dissuaded many people from…

Boomerang Kids and Your Bottom Line
Family

Boomerang Kids and Your Bottom Line

David Haas, CFP | October 5, 2022

Boomerang kids are booming. More than half of American adults ages 18 to 30 lived with their parents in 2020—the…

Dying On Your Own Terms
Family

Dying On Your Own Terms

Kimberly Callinan, MBA, MPP | September 11, 2022

The famous saying, mistakenly attributed to Benjamin Franklin and Mark Twain, about death and taxes being the only certainties in…