Wednesday’s Wisdom:   Retirement looks a lot different than it did 10 years ago. U.S. News & World Reports explains 10 significant changes to the retirement landscape in the last decade: https://money.usnews.com/money/retirement/baby-boomers/articles/how-retirement-has-changed-over-the-past-decade?fbclid=IwAR1ZI83rXHP0k72Uu1w0lY3-pJH8F6dCJkA7_xXFEeTNQShNt_Yh29p7tlc   Is your estate plan still appropriate given this new retirement landscape? Call my [...]

Talking to family members about finances can be difficult and stressful, particularly when a family member is requesting (or demanding) your financial support. This article offers great practical advice on how to tactfully & compassionately tackle money matters with family: https://lnkd.in/eUMZ4WH

If you or a loved one is showing signs of dementia, it is critical that you do not delay in making sure the proper estate planning documents are in place and up to date and that finances have been evaluated in light of future long [...]

Sadly, breast cancer has touched the lives of everyone in our office so in honor of Breast Cancer Awareness month, we’re sharing this article, detailing the risk factors for and the warning signs & symptoms associated with breast cancer, which disproportionately affects individuals over age [...]