Blog
Blog
Planning for Health Problems
A clear look at potential health risks is an important part of retirement planning. It isn’t always easy to think about, but overlooking these decisions can create major financial strain later on. Even if you’re healthy now, it’s worth preparing for how your medical...
The Power of Simplifying Your Life
Back in 1977, an Apple brochure declared, “Simplicity is the ultimate sophistication.” Decades later, that principle helped shape Steve Jobs’ vision and turned Apple into a global icon of beautiful, easytouse technology. Simplicity isn’t just good design—it’s a way of...
Buy Life Insurance
If anyone you love relies upon your income to meet their daily needs, and you do not have life insurance, stop reading this and go buy some. Full stop.
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
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.