Summer Travel: Flying in the Pandemic

After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is more challenging than ever to...

Risk Tolerance Vs Risk Capacity: Knowing The Difference

The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States and around the world. It has been a major point of...

Recognize and Prevent Elder Financial Abuse

Yesterday was World Elder Abuse Awareness Day.   There can be many ways the elderly are abused by family or those close to them.  Let’s look at abuse from a financial aspect. Financial abuse can be a...

Don’t Get Swept Up In The Recession

Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market...

Estate Planning in a Pandemic

The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared for the end of life...

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