Juliana’s Story: How One Woman’s Planning Protected Three Generations
Juliana’s Story: How One Woman’s Planning Protected Three Generations
Juliana had always been the glue in her family.
A mother of two teenagers, a small business owner, and the only daughter of aging parents, she was used to managing a lot.
Your Long-Term Care Planning Worksheet
Your Long-Term Care Planning Worksheet
Planning Ahead: A Simple First Step Toward Future Care
When One Care Event Impacts Three Generations
When One Care Event Impacts Three Generations
Why Retirement Planning Must Connect Health, Wealth—and Family
The Hidden Retirement Risk Advisors Can’t Ignore
The Hidden Retirement Risk Advisors Can’t Ignore
Why Healthcare Costs Deserve a Front Seat in Every Plan
Is Your Clients’ Longevity Plan Built to Last?
Why Traditional Retirement Planning Isn’t Enough Anymore—and What to Do Instead
Retirement used to be a finish line. Now, it’s a new frontier.
Your Retirement Story: AI, Ethics, and the Future of Planning
In my blog, Your Retirement Story: What the New Tax Law Means for You, we explored how new tax laws can shape your retirement strategy.
Retirement Is More Than a Number: How Generational Influences Shape Your Financial Future
In our first conversation, we explored how inherited cultural influences—your family background, religion, socioeconomic status, gender, and even the defining challenges and triumphs of your generation—shape how you view retirement.
From Simple Dreams to Complex Realities
From Simple Dreams to Complex Realities: Rethinking Retirement
They say retirement should be simple. But your life, your legacy, and your family aren’t simple. That’s why your retirement plan shouldn’t be either.