Archive for November 2024
Planning for a loved one with special needs
When planning for a loved one with special needs, it’s crucial to ensure their long-term financial and care needs are met without jeopardizing their government benefits. A Special Needs Trust (SNT) offers a solution by protecting these benefits while preserving assets for future use, ensuring your loved one has the support they need throughout their…
Read MoreGet your flu and COVID-19 vaccinations
This year, the CDC recommends flu and COVID-19 vaccinations for everyone ages 6 months and older (and RSV immunizations for specific groups). These vaccines are critical for aging adults to protect against severe illness and hospitalization. As immune systems naturally weaken with age, older adults face a higher risk of complications from respiratory infections, pneumonia,…
Read More