Posts Tagged 'Estate Planning'

Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope

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Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope
Posted on: August 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

This heartbreaking article, ‘Invisible workforce’ of caregivers is wearing out as boomers age, is devastatingly accurate. I – and many of my clients – have had to make similar, difficult choices.

Many adults find it necessary to reduce their working hours and rearrange their lives in order to care for ill or aging loved ...

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Six Tips to Start Your 2016 Financial Goal-Setting

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The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts.

Six Tips to Start Your 2016 Financial Goal-Setting
Posted on: January 28th, 2016
By Mary Merrell Bailey, Esq.

Review our series of tools, tips, and resources to support your financial wellness efforts.Has the recent stock ...

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