
Long-term Care and Expenses Broken Down by State
My work with clients often brings to the fore-front a question…
November 6, 2019/by Paula Pass
Raising Financially Independent Kids
In a world of instant gratification and “cash apps” and online…
October 17, 2019/by Paula Pass
Lessons for Teenagers – understanding debt and the cost of a loan
As so many adolescents and young adults head off to college during…
October 1, 2019/by Paula Pass
SECURE Act Legislation heads to the Senate……..and what that could mean for your non-spouse beneficiaries.
I have had a few clients email requesting information on how…
September 3, 2019/by Paula Pass
Do you have a plan for long-term care?
Developing
a LONG-TERM CARE Plan is quickly becoming a necessity…
July 19, 2019/by Paula Passa LONG-TERM CARE Plan is quickly becoming a necessity…

Inflation vs. The Cost of Living – Quantifying a Female Variable
When planning for retirement, remember it is key to understand…
June 25, 2019/by Paula Pass
The Australian Economic Miracle
According to the Organization for Economic Cooperation and…
June 25, 2019/by Paula Pass
Get Your Financial Ducks in a Row
A shocking 32% of Americans would rather do their taxes,
get…
May 22, 2019/by Paula Passget…

Digital assets and estate planning: do you have a plan?
Do you have a plan for your digital and social media assets?
When…
May 8, 2019/by Paula PassWhen…