The client: A couple, both recent retirees , were devastated when a doctor visit confirmed the return of one spouse’s illness. Unfortunately, this time it looks to be terminal. This left this couple with several key questions:

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life.

March 17th is a day to celebrate Irish culture and the life of the patron saint of Ireland.

For most of us, charitable giving — to church, schools, charities and more — is not only an important part of our finances, it’s an important part of our value system.

We love charitable organizations and nonprofits!