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

Planning Ahead: A Simple First Step Toward Future Care

When One Care Event Impacts Three Generations

Why Retirement Planning Must Connect Health, Wealth—and Family

The Hidden Retirement Risk Advisors Can’t Ignore

Why Healthcare Costs Deserve a Front Seat in Every Plan

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.

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. 

If you own a business, retirement planning is never just about your personal savings. It’s about your daily lifestyle and rewards, exit strategy, your family, your employees, and your legacy.

Let’s be honest—few things make our eyes roll and our stomachs churn like tax law. It’s dense, complicated, and rarely feels personal. But here’s the truth: tax changes have a direct impact on your retirement security.

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: 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.