Month

October 2019
Middle-income seniors need housing
As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a financial wellness platform. It...
VA disability appeals
The Department of Veterans Affairs (VA) doesn’t always give disabled vets their rightfully owed VA disability benefits. Unfortunately, it happens more often than you might realize, leaving VA disability appeals as the only option for many disabled vets. The Department of Veterans Affairs has mistakenly withheld millions of dollars in disability benefits from eligible disabled...