Blog
Blog
Preparing Your Adult Children for Your Legacy: Four Essentials
Most kids learn about money from their parents — saving, spending, investing, and making thoughtful life decisions. But even financially confident adults can be unprepared for the responsibilities that come with inheriting a legacy. These four essentials can help…
Designing a Life You Actually Want to Live
Not long ago, a client asked a question we hear more often than you might expect: “Can I take a pay cut and still retire on time—or even retire later doing something I actually enjoy?” It’s a great question, and it gets right to the heart of what we believe financial…
When to Get Help with Caregiving: Recognizing the Signs and Protecting Your WellBeing
If you’re caring for your children and your aging parents at the same time, you’re part of what’s often called the Sandwich Generation—a rapidly growing group of adults balancing responsibilities across two generations. It’s an incredibly meaningful role, but it can…
Advice For Life
Cultivating Gratitude in Your Kids
During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn’t just be something we share annually around a big dinner table. That’s especially true for parents who want to teach their children the difference between wants…
Three Overlooked Considerations When Relocating in Retirement
Moving to the proverbial beachfront condo or gated golf and tennis community are still popular retirement goals. Many seniors also plan to relocate to be closer to friends and family, to immerse themselves in their interests and hobbies, or to shake up their…
Navigating the Emotional Side of Retirement
You’ve been working towards this moment for decades. But have you really prepared for it? Once the countdown is over and you’ve left your retirement party, the reality of retirement is going to set in. And many new retirees are surprised by the waves of emotions they…
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.
