In the first part of our series on practical steps to take to ensure a comfortable retirement, we discussed estate planning, passing on legacy, and planning for long-term care. This week, we continue with five more steps, from adapting your home for comfort and safety to harnessing technology for in...
Blog tagged as Legacy
Sunday, May 19, 2024 7:12 AM - Comment(s)
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning.
Monday, May 13, 2024 9:00 AM - Comment(s)
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of the two things we all have in common.
So, as Mother’s Day approaches, let’s talk about the mo...
Monday, May 06, 2024 9:00 AM - Comment(s)
If you’re part of a blended family, you’ve probably recognized the extra layer of complexity that comes with planning for your family’s needs and accommodating the many relationships that exist between step-parents, step-kids, and step-siblings.
Monday, July 24, 2023 5:21 AM - Comment(s)
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact us say they don’t need anything complicated for their estate--"just a Will."
Sunday, July 16, 2023 2:05 PM - Comment(s)
