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Kevin Greenard: Advance Care Plan maps out future health care

One of the components of estate planning is to encourage our clients to begin thinking about their future health care treatment

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Kevin Greenard: Legal power of attorney is essential

A power of attorney provides a person (referred to as an “attorney”) the power to make decisions on your behalf while you are alive.

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Kevin Greenard: Protecting yourself from financial fraud

As technology continues to advance, so does the complexity of financial fraud.

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Greenard Index: Why we avoid mutual funds, exchange traded funds

Occasionally we are questioned about our approach of holding direct holdings and avoiding both exchange traded funds (ETFs) and mutual funds.

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Kevin Greenard: Deferring property taxes may help retirees stay in their homes

Even with higher interest rates, property tax deferment is still a great program for most retirees.

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