The Dream Team

The Dream Team

What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...
How Financially Vulnerable Are You?

How Financially Vulnerable Are You?

How Financially Vulnerable Are You? 5 Warning Signs   Aging is a long slow process that we try our best to prevent, delay, ignore, or otherwise avoid at all costs. Inevitably, the day comes that we realize something has changed. We are still the same person, with...
Giving to the Grandchildren

Giving to the Grandchildren

Giving to the Grandkids Are you being wise with your resources? There are 70 million grandparents in our nation today, and their numbers are increasing twice as fast as other US household types1.  The average grandparent age is now just 48!  Grandparents control about...