Blog

Does your estate planning team know the playbook? Try a family meeting.

The family meeting communicates much more than just the details of your estate plan. Your loved...

The Missing Link in Thriving as You Age: Elder Care Coordination & Life Care Planning.

What is an elder care coordinator?  Also called an elder care manager, a senior care coordinator...

When the Worst Investment Turns Out to be the Best Plan

Most of us know that annuities are not an outstanding investment, at least most of the time. But...

Taxes and Retirement – Plan Now to Save Thousands

Minimizing income tax and maximizing income in retirement What are the best retirement vehicles for...
Advanced Directives and DocuBank

Advanced Directives and DocuBank

Will you get the care you want when you can’t ask for it yourself? How to access your Advanced...
Medicaid Eligibility in Colorado

Medicaid Eligibility in Colorado

Medicaid Eligibility in Colorado The cost of long-term care nationwide is beyond the means of many...

5 Most Common Estate Planning Mistakes & How To Avoid Them

5 Most Common Estate Planning Mistakes & How to Avoid Them   Estate Planning Mistake...

Driving Safely As You Age -Guest Blog by Terri Cassidy of Health Promotion Partners

“Driving Safely As You Age -Guest Blog by Terri Cassidy of Health Promotion Partners”...
Cryptocurrency Confusion?

Cryptocurrency Confusion?

Cryptocurrency is a common topic right now, but what exactly is it? Technically, it is any number...