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Blog
Your Questions Answered: Upbringing and Money
Money is more than just a tool for transactions—it’s a reflection of our values, fears, and beliefs, many of which are shaped in childhood. The way we were raised plays a powerful role in how we approach financial decisions as adults. If you grew up in a household...
Your Questions Answered: The OBBB and College Financial Planning
The passage of the One Big Beautiful Bill (OBBB) has ushered in sweeping reforms to how American families plan and pay for college. Whether you're a parent saving for your child’s education or a student navigating financial aid, here are the top three changes you need...
Your Questions Answered: Should I Keep My Disability Insurance Coverage After I Retire?
We recently had a conversation with Amanda, who is retiring at the beginning of the new year. Her personal disability policy is coming up for renewal, and she was curious if she should keep it. The primary purpose of disability insurance is to protect your earned...
Advice For Life
When to Get Help with Caregiving
Many Millennials and Gen Xers are part of a new cohort: "the sandwich generation." Due to a series of societal shifts, approximately 2.5 million U.S. adults find themselves sandwiched between taking care of their children and taking care of their aging parents. That's...
Focus On What You Can Control
In his classic business book "The 7 Habits of Highly Effective People," Stephen Covey encourage folks to draw strong distinctions between "Circles of Concern," "Circles of Influence,” and "Circles of Control." You might be feeling like 2025 is already filling up your...
Spring Cleaning for Your Estate Plan
Swedish "death cleaning" has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don't get...
SMI Transition Planning
Funding the Continuation of Care – The Impact of Traditional Retirement Planning
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
A Sample Letter of Intent Outline
There is no “One Way” to prepare a letter of intent. We are attaching an outline that can help you in your own preparations.
The Letter of Intent
As a parent of a caregiver of someone with an SMI, you have likely identified the individual(s) that you believe will provide continuity of care after your passing.
Every month, Paul shares his thoughts, stories, and wisdom.