Upcoming Workshop on May 23rd at 10am

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, May 21, 2019

Senior Adults with Student Loans - Should You Go into Debt to Help Your Grandchildren Go to College?

The Consumer Financial Protection Bureau reports that borrowers in their later years have increased by 20% over the last five years. Older Americans are either taking out student loans for adult children or grandchildren and dealing with this debt is...

Published On: Monday, May 20, 2019

Mercy or Murder? Medical Aid-in-Dying Becomes Law in New Jersey

Many people who visit our offices seek to avoid the situation in which life is prolonged at all costs. Subsisting on expensive life-support, long past when that treatment might improve life, is not an inviting prospect. For that reason, it’s...

Published On: Friday, May 17, 2019

Looking for Tax Advantages While Giving Back to Your Alma Mater?

A new tax law enacted in 2017 doubled the standard deduction to $12,000 for individuals and $24,000 for couples. For many this means that the standard deduction will lower your tax bill more than itemizing your deductions. For most people,...

Published On: Thursday, May 16, 2019

The rapid rise of the smart personal assistant

The smart personal assistant revolution is moving forward at a breakneck pace. It took approximately 30 years for the cellular telephone to begin outnumbering people on the planet, but smart personal assistants are projected to outnumber humans in half of...

Published On: Wednesday, May 15, 2019

Upcoming Workshop on May 16th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, May 14, 2019

A Medicare Costly Mistake – Knowing the Difference Between a Wellness Check and an Annual Physical

Under the Affordable Care Act, Maryland Medicare beneficiaries receive a free annual wellness visit. This is not to be confused with an annual physical. The difference between the two can be extremely costly. For your annual wellness visit, you will...

Published On: Monday, May 13, 2019

The looming baby boomer retirement crisis

A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement outlines some very unsettling data regarding middle-income baby boomer retirement care preparedness. According to the survey above, the bleak...

Published On: Friday, May 10, 2019

Technology to aid the oncoming tsunami of people living with dementia

A study by The Lewin Group of Falls Church, VA for the Alzheimer's Association is predicting a skyrocketing number of Alzheimer's incidence and prevalence. By the year 2040 more than twice as many baby boomers will have Alzheimer's disease as...

Published On: Thursday, May 09, 2019

A new day for “blue water” Navy Veterans

During the Vietnam War (1962-1975) the United States military, as well as the Republic of Vietnam, used defoliants for tactical purposes to reduce cover for enemy forces, improve perimeter visibility of military installations and even to kill enemy food crops....

Published On: Wednesday, May 08, 2019

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