Helping Families Navigate Aging Through

Speaking

Workshops

Family Retreats

Coaching

 FEE ONLY SERVICES

 NO INVESTMENT ACCOUNT REQUIRED

 DELIVERED THROUGH YOUR ADVISOR TEAM

Reading Roooms

Caregiver Room

Are you caring for an aging parent or loved one? Visit this room to find support and information on what it takes to be a financial caregiver.

Boomer Room

Are you juggling the demands of your own career and family and just need a little fiancial guidance? This room is for you.

Legacy Room

Are you an over-70 adult who wants to engage your adult children in a conversation about your money and plans for the future? Welcome! 


News from Society of Certified Senior Advisors
News from National Council on Aging
Let's Talk Money
Yes Virginia...This is a Holiday Inn
Posted by David

According to a recent study released by the U.S. Census Bureau, more Millennials are living with their parents than in any other living arrangement, with one in three 18-34-year-olds living at home. Add to this the fact that according to The National Alliance for Caregiving, 22% of American households are providing some...Read More

Know When to Introduce Humor
Posted by David

A few years ago I hosted a family meeting in my company's office conference room that I knew was going to be quite contentious. The meeting was going to include the children of the deceased father and the step-mother and her two children. All six were inexplicably named as members...Read More

Caregiving and Family Relationships
Posted by David

The American Association for Marriage and Family Therapy states that “more than ever before, families are providing long-term care to older adults with limitations in the ability to perform tasks necessary for independent living. Nearly 25% of American households are providing care to people age 50 years and over. Families are the...Read More

 

 

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