Choosing the Right Life Insurance
An overview of the terminology, available options, and criteria for identifying the right life insurance policy for you and your…
05.26.26 Estate PlanningWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
05.20.26 Resources10 Common Myths About Family Meetings
Common myths about family meetings
04.28.26 Estate PlanningNew to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time
04.23.26 Estate PlanningAccepting and Embracing Aging
Having self-awareness and understanding about where we are in the aging process is key to successful estate and financial planning…
04.02.26 Estate PlanningLiving Longer Means Rethinking Retirement and Careers
“May you live as long as you want, and never want as long as you live,” goes a traditional Irish…
03.31.26 Estate PlanningRetirement Preparation Mistakes
Why are they made again and again?
03.27.26 Estate PlanningLater Is Now
“I’ll do it later.” In today’s world, keeping up with our many responsibilities and commitments can feel like a constant…
03.12.26 Estate Planning5 Myths About Saving Money in Retirement
Chances are, you worry about having enough money in retirement to be able to maintain your lifestyle and accomplish the…
03.05.26 Estate PlanningAging Self-Reflection Checklist
Self-reflect on how aging may be impacting your lifestyle, health, and finances
03.03.26 Estate PlanningThe Estate Planning Checklist Every Young Professional Needs
Life moves quickly, and as a young professional, it’s easy to focus on what’s right in front of you: your…
02.26.26 Estate PlanningWill My Money Last?
Confronting the fear of outliving your savings
01.23.26