Life isn't about finding yourself; it's about creating yourself. So live the life you imagined. - Henry David Thoreau Caring for Aging Parents Being a caregiver for aging parents can be emotionally draining and can have financial ramifications both for parents and for caregiver … [Read more...]
Caring for Aging Parents
Reviewing Insurance Coverage
When everything seems to be going against you, remember that the airplane takes off against the wind, not with it. –Henry Ford What to Know About Reviewing Insurance Coverage and Policies Perhaps you... have new health care concerns, or you are losing coverage, and need to update … [Read more...]
Reviewing Your Investments
Just because something doesn't do what you planned, doesn't mean it's useless. - Thomas Edison What to Know About Reviewing Your Investments Perhaps you want to... reconsider the level of risk you are comfortable with for your portfolio and/or want to consider adjusting your asset … [Read more...]
Reviewing Your Estate Plan
When you're good to others, you're best to yourself. - Benjamin Franklin What To Know About Reviewing Your Estate Plan Perhaps you... have experienced a change in family circumstances and would like to alter the amounts, timing, and/or recipients of wealth transfers under your … [Read more...]
Cash Flow Check Up
It’s not what you look at that matters, it’s what you see. – Henry David Thoreau What to Know About Reviewing Your Cash Flow Perhaps your income streams have changed and affected your debt and taxes. Perhaps essential and discretionary spending has crept up over time, which can affect your debt … [Read more...]