by Leslie Marenco | Jan 20, 2017 | Articles, Uncategorized
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant...
by Leslie Marenco | Jan 14, 2017 | Articles, Estate Planning, Uncategorized
As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year. Like any other strategies for the future — saving for college, or a...
by Leslie Marenco | Jan 2, 2017 | Articles, Uncategorized
This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005 commencement speech at Stanford University, where he stated: When Jobs was 17, he read a quote that made an impression on him, and every day after...
by Leslie Marenco | Dec 30, 2016 | Articles, Uncategorized
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope of the authority the...
by Leslie Marenco | Dec 23, 2016 | Articles, Uncategorized
Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility. That’s why...
by Leslie Marenco | Dec 8, 2016 | Articles, Uncategorized
Everybody always assumes that Medicare is going to pay for the nursing home, until they find out that Medicare only pays for up to a few months after a hospital stay. It’s not meant to pay for long-term care. This is not a fun thing to find out when you’re...
