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How To Navigate Long-Term Care Insurance
November is Long-Term Care Awareness Month, an observance that raises awareness of the health care risks faced by those aged 65 and above. These risks include developing disabilities or loss of independence that require home-based or assisted living care when an individual can no longer care for themselves, partially or in entirety. While it is easy to assume you will need assistance, the reality is stark: Over half of Americans who turn 65 in 2025 will face a substantial di

Ally C.
Nov 213 min read
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RMD Season Has Begun
As 2025 enters its final stretch, it's time for specific individuals to take their annual required minimum distributions from their non-Roth IRAs and 401(k)s balances. Commonly known as an RMD, these mandatory disbursements apply to all holders of qualified retirement accounts and begin the year the holder turns 73. However, distributions can be deferred the first year to the following April 1st  if a holder chooses. For those not in their first year of RMD distributions, w

Ally C.
Oct 32 min read
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Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...

Ally C.
Oct 31, 20242 min read
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Charitable Remainder Trusts
In our last blog post, we discussed what trusts are and how they are often used in estate planning. This week, we are focusing on a...

Ally C.
Apr 25, 20242 min read
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Trusts: A powerful tool
Trusts are a powerful financial planning tool. Learn what the basic types are and how they work.

Ally C.
Apr 19, 20242 min read
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Do You Have An End of Life Care Plan?
In last week's blog post, we uncovered the power of establishing a will to leave a charitable legacy after one's lifetime. However, a...

Ally C.
Apr 12, 20242 min read
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Being Charitable After Life
Today, we would like to discuss a financial planning strategy that one doesn't see through in their lifetime: using one's life savings...

Ally C.
Apr 5, 20242 min read
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You Lost A Loved One. What Comes Next?
If you are reading this blog post and recently lost a loved one, we would like to offer our condolences. Losing a loved one is immensely...

Ally C.
Mar 22, 20244 min read
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Life Insurance Is An Easy Decision
The crisp fall air has begun to greet me at the door each morning when I step out to enjoy my coffee on the patio, signaling change is...

Suzanne Lundeen Abrams
Sep 1, 20231 min read
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Who We Serve
Life is a journey covering various stages of progression, spanning the spectrum of the happiest and saddest times. We at Lundeen Abrams...

Ally C.
Dec 2, 20222 min read
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October Is Family History Month: What Is Your Legacy?
Ah, fall is in the air. After a warm and long summer, the changing of the seasons reminds us of the impermanence of life; I suppose this...

Ally C.
Oct 7, 20222 min read
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