In many families, money still is not a typical dinner table discussion, but we think it should be. This is especially true when it comes to affluent parents. And, we…
You may have heard of the “SECURE Act” and that it affects retirement accounts. The SECURE Act is part of a federal appropriations bill enacted into law by Congress and…
Many people aren’t aware that diminished financial capacity is one of the first abilities to go in the broad array of mental functions affected by dementia. Financial capacity refers to…