Forward Bank

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last year’s progress and make this year the best year ever!

There are many recommendations and concepts out there, but sometimes all that content can make you feel like you’re behind or doing something wrong – the opposite of how you should feel! Even if you are still playing catch-up on your retirement goals, there are plenty of reasons to feel confident.

Caring for a loved one diagnosed with dementia brings emotional, physical, and financial challenges. One of the most important steps you can take is to ensure that the appropriate legal and financial documents are in place.

People often believe that Medicare covers long-term care (provided either at home or in a nursing facility). Unfortunately, that’s not the case.

Here are six essential estate planning items to review or use as a checklist, to protect your loved ones and secure your legacy.