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Kendal at Oberlin Blog

Making End-of-Life Decisions

Posted by Molly Kavanaugh on Oct 17, 2017 1:42:24 PM

Kathy’s father joked about dying. The few times he was serious, he told his family he wanted life-saving measures, but only if he was likely to be mentally fit and able to care for himself. Nothing was in writing.

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Topics: Financial Planning

Did You Sell Your House in 2017?

Posted by Molly Kavanaugh on Sep 12, 2017 2:02:00 PM

You finally did it!

After years of thinking about downsizing and moving to a condominium, retirement community or apartment, your dream came true in 2017. Now it’s time to think about one more financial matter – calculating the tax benefits related to selling your main home.

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Topics: Financial Planning, Retirement Lifestyle

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