Blog
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
Are Your Opportunity Costs Hurting Your ROL?
If you turn right at an intersection to take the scenic route, then you don't turn left and head straight home. If you have dinner at your favorite pizza restaurant tonight, then you don't have dinner at your favorite sushi restaurant. If you stay home with your...
Think About Habits When Setting New Year Resolutions
Here’s a resolution that could help you achieve more in 2025: No more resolutions…
Become A Superager for Better Life
Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their eighties whose cognitive..
SMI Transition Planning
The Advocate
We frequently advise the owners of small businesses as they begin to think about the day they will step away. For some, the primary objective is to cash out…
Caregiving’s Taboo Subject: Coordinating the Finances
The Journey of Caregiving, documents just how common this responsibility is for family …
The Mysteries of HIPAA
For caregivers of people with schizophrenia, one of the most difficult barriers to assisting in our loved ones’ treatment can be the misinterpretation..
Every month, Paul shares his thoughts, stories, and wisdom.

