Are you making the most of your Medicare options?Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understanding how your fina...

Do you know where all of your 401K money is?401Ks are retirement accounts provided through employers. When we change jobs, we can often lose track of where we have these accounts and how much money is in them. There are 4 main options f...

Do you need to locate care for an aging loved one?Private duty homecare is a non-medical, in-home care service for seniors recovering from an operation or with an advancing condition such as dementia or Alzheimer’s. Understand...

Are you familiar with 529 Accounts and the tax benefits they can have? These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest Doug Lewis to h...

What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to ...