Blog
Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreSo You Wanna Be A Grown Up? - Adulting 101
Recently, I sat down with Performance Coach, HR Consultant and author Kris Watson. In this video we talk about her upcoming book 'So you Wanna Be A Grown Up?' and come away with some great lessons for helping your young adult succeed!
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreWhat a 5 Dollar Frappuccino Can Teach Teens About Building Wealth
Financial Literacy Month - One conversation that might resonate with your favorite young adult!
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