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A graduation cap rests on top of a large pile of U.S. hundred-dollar bills, signifying the cost or value of education and highlighting the importance of educational savings plans.

529 Education Savings Plans – Are they for you? 

July 1, 2019

Education costs continue to rise and the task of saving for college or trade school becomes more daunting each year. Fortunately, there is a village of supporters who want to help a child save for their education, including the ancillary expenses required to have a full and enriching educational experience. One of the most efficient and effective ways to accomplish this savings goal is by using a 529 plan.   State Affiliated plans are open to

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Sandwich Generation: Housing Options As We Age

July 1, 2019

When managing the care of an aging individual, some of the more challenging issues to understand are the options for different types of housing.  Seniors may prefer “aging in place” (i.e. staying in the family home), living with a primary family caregiver, or moving into one of a variety of retirement living options. Here is a synopsis of the more common retirement housing options available to seniors. Staying in Your Home “Aging in place” has

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Four colleagues, three women and one man, are sitting at a long office table working on computers. They are smiling and raising their hands in celebration or applause. The setting is a bright office with large windows, depicting charts on computer screens related to elder care.

Sandwich Generation: Planning for the Aging Loved One

July 1, 2019

A national study of women’s financial needs and preferences identified “being caught in the middle” as the single most significant challenge respondents indicated they would face in the coming years. To help address this burden, the Family Wealth Advisors’ Council created a series of checklists and tools through their Women of Wealth initiative.  Checklist  Determine who will be the main contact in the family for helping to plan for future aging stages. It is not

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The cover of the book "The Other Talk: A Guide to Talking with Your Adult Children About the Rest of Your Life" by Tim Prosch, featuring an image of three adults and one child in casual clothing playing by a shoreline. An AARP logo is also present, emphasizing the importance of having "the other talk.

Book Review: The Other Talk – A Guide to Talking to your Children About the Rest of your Life

July 1, 2019

“The Other Talk,” published in 2014, plays on the familiar concept of the birds and bees parent-child discussion to evoke a new context: preparing for the difficult decisions often faced as one ages.  While the first “talk” is an important milestone for parents as they guide their children through adolescence and into adulthood, “the other talk” encourage parents to talk again, later in life with their adult children about financial, healthcare and end-of-life decisions as

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A glass jar filled with rolled-up U.S. dollar bills, including a visible $100 bill, sits on a wooden surface against a wood-paneled background. The jar, reminiscent of a health savings account, is secured with a metal clasp.

Making the Most of Your Health Savings Account

June 21, 2019

What’s a Health Savings Account? A health savings account (HSA) is a tax-advantaged medical savings account available to U.S. taxpayers enrolled in a High-Deductible Health Plan (HDHP). HSA deposits are made pre-tax and may be drawn at any time to pay qualified medical expenses without federal tax liability or penalty. Unlike company-owned health reimbursement arrangements, HSA accounts are owned by the individual. In addition, unused HSA funds can roll over from year to year and

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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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