Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Taxes are not likely to be the first thing that comes to mind when someone passes, but there are tax matters that need to be addressed. If you are the personal representative of the estate (such as an executor, administrator, … Read More
Probate is the legal process of authenticating a will and distributing assets after someone dies. It involves locating and determining the value of the deceased’s assets and paying final bills and taxes before distributing the remaining estate to the beneficiaries. … Read More
Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More
As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid bills, steep fees, overdraft charges, and mounting debt. With your own family and career to … Read More
Many aging adults fear the possibility of outliving their retirement. With a longer life expectancy, an increasing cost of living, and rising health care costs, running out of money is a legitimate concern. While some retirees may enjoy simple part-time … Read More