by Niv | Nov 8, 2022 | Personal Finance
As the holidays approach, you may be visiting aging parents who live far away. During this visit, it’s important to pay attention to any changes that would signal declining mental capabilities. Things to look for include changes in personal hygiene and house...
by Niv | Oct 10, 2022 | Personal Finance
It’s a question I hear often as clients consider tying the knot, ” Does marriage mean we have to merge finances?” (And if they’re not asking this question, hopefully, this topic surfaces before they walk down the aisle.) Most people who marry...
by Niv | May 29, 2020 | 2020, Physical Health
It’s final. You are now divorced. With this change in your marital status, there are three important healthcare-related documents you need to update. When you were married, your spouse was the default in receiving your health care information. Your spouse was also...
by Niv | May 12, 2020 | 2020, Personal Finance
Were your parents in their late 30s when you were born? If yes, prepare yourself to be part of the sandwich generation earlier than expected. The sandwich generation means individuals with the responsibility of both raising their children and taking care of their...
by Niv | Apr 14, 2020 | 2020, Personal Finance
If you have free time due to social distancing, use it to sort through your finances in preparation for an economic downturn. Taking action now will give you confidence as the economy slowly recovers. Here are two lists to help you begin. The first list is if your...
