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Feb 14

How To Glide Into The Snowbird Lifestyle

Let’s face it—winter is often better in theory than in practice, especially as we age. From increased fall risk to aching joints to social isolation, winter can be a challenging season for many retirees.  That’s why so many people de-ice their cars and leave the flurries in the rearview mirror…
Feb 09

Do You Need A Financial Advisor In Retirement?

How do you approach a task you’ve never done before? Most people move through a research, read, and repeat cycle. While you can glean a lot from blogs, videos, and books, there’s no real substitute for personalized help from a professional, especially when it’s something really important.  Think about it…
Jan 15

How To Meaningfully Document Your Family Heirlooms

Every day, people seek different ways to hold tight to the epochal moments in their life. From blurry photos of historic landmarks to souvenirs of life-changing travel to family recipes stained with sticky fingerprints, each of these items contributes to your and your family’s story. But how can this story…
Jan 04

Women and Finance: 4 Ideas For Widows As The New Household CFO

Nothing is simple, straightforward, or intuitive when a spouse passes away. This challenging and trying time leaves many people assuming roles and responsibilities they never could have foreseen like heading both legal and financial obligations in their households.  The stress of impending to-do lists compounded by immeasurable grief can be…
Dec 11

How To Know If Your Financial Advisor Is Working For You Part 2

Welcome back to our series where we provide readers with the tools and resources to find the right advisor team for them. Working with a financial advisor is a meaningful decision. They can help you use your money to reach your goals and live life to the fullest. But not…
Dec 03

How To Know If Your Financial Advisor Is Working For You Part 1

Trust is the most valuable asset a financial advisor has in their arsenal, but are clients giving away their trust too easily? A study by Personal Capital reported in the Financial Advisor Magazine suggests that could be the case.  Their 2019 report found that 48% of respondents believed that all…
Nov 06

Your Top Medicare Questions Answered By Kelly Allen, Part 3

Welcome back! Our Medicare amusement park ride is about to come to an end. We are pleased to present our third and final installment of our Medicare Series with insurance professional Kelly Allen at Kelly Allen Agency. Kelly is one of our strategic partners who we include in our mission…