Blog

31 Mar 25

The New “Talk”: Planning for Life’s Later Chapters

In generations past, “the talk” typically referred to discussing the birds and bees with our children. In my husband’s case it consisted of, “keep it in your pants son.” Today, a different conversation has become equally essential yet remains shrouded in similar discomfort: discussing aging and end-of-life plans with our…

March 9, 2025
Exit Elegantly
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Tax season provides the perfect opportunity to conduct a comprehensive review of your financial affairs., and one crucial, yet often overlooked aspect is the verification of account titles and beneficiary designations. While gathering your tax documents, take a moment to perform this essential annual check-up that could save your loved…

03 Feb 25

From the Heart ♥️ Connecting with Family and Friends While Aging Is Critical To Your Quality of Life

As we embrace aging it is important to maintain strong connections with family and friends. The reality is this becomes more valuable than ever. February,month of heart health and Valentines Day is a good time to explore creative ways to nurture relationships. Technology has opened new doors for staying connected,…