Posts by Tim Stringer

It is increasingly common for middle-aged individuals to provide some level of care for their aging parents. Whether a gradual or sudden decline in health, this can leave both the parent and the adult child unprepared for this new stage of life. Every situation will come with its own challenges, but certain financial steps can…

Very often, clients will complete their estate planning documents with an attorney and find themselves asking, “What now?” They will have an impressively large stack of legal documents but no clear understanding of how these should be applied to their financial assets. This article aims to address the next step in the estate plan: the…

With year-end approaching, many will soon find themselves navigating the open enrollment window for employer-provided benefits. This often comes with a host of available options. Some choices can seem straightforward, while others can prove more difficult. Most commonly, we understand the broad choices to be made – Yes, I should enroll in a health insurance…