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Home for the Holidays

Created on Tuesday, 15 November 2011. Posted in main/blog

... Chicago.  The reasons for the calls are simple – adult children coming home for a holiday notice their parents are struggling either physically, cognitively or both. These changes are not easy to ...

No Medigap Supply Coverage - Penny Wise Dollar Foolish?

Created on Friday, 21 October 2011. Posted in main/blog

We've written about it before. Adult children find out their parents do not have a Medigap (Medicare Supplement) plan until it is too late. A recent client situation shows how a bad situation can be made ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

No, we're not talking about the birds and bees discussion you had with your mom or dad as an adolescent with raging hormones. Here we're talking about "the talk" adult children may have to have with their ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... involves not just the client but his or her spouse and their adult children. Of course, chronic disease impacts those under age 65 as well. Martin Shenkman, CPA, JD points out, 60% of those living with ...

Education Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

Yes, education is expensive. Yes, we can help you plan to meet the costs of educating your children (or your grandchildren, for that matter). How much do I need to save? What are the most tax efficient ...