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Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

Living Wired in a Wireless World

07.11.2022

Seven years ago, I walked into Verizon, canceled my cell service, and gave my phone to my adult son. Today, I am still without a cell phone, happily free of the hyper-connectivity it provided. As an occasional mountain climber, I’ve relied on strong ropes, as I now rely on landlines, tethered to others the old-fashioned way. I am living wired, you might say, in a wireless world.

Aging In Place: An Essential Component of Retirement Planning.

05.25.2022

One of the best things you can do when planning for your retirement and potential longevity, is to prepare to age-in-place. Aging-in-place considers where you will live, and how your home and community can best support your needs as you age. Whether you are gearing up to enter retirement, already retired, or your parents are facing their wisest years, be certain to consider aging-in-place.