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Aging Better with Innovative Technologies

  • Risk Mitigation: The Role of an Estate Plan in Keeping You Safe
    Risk Mitigation: The Role of an Estate Plan in Keeping You Safe
    Ask the average person about the first thing that comes to mind when they think of personal and household risk mitigation and they will probably mention an alarm system, regular visits to the doctor, pepper spray, and a whole laundry list of other things that don’t include estate planning. An
  • Planning for the Future: Setting Financial Goals Big and Small
    Planning for the Future: Setting Financial Goals Big and Small
    In a world focused on results, it can be easy to forget about the process, and yet if it’s financial security you’re after, the process is all that matters. Lottery winners and a very few crypto millionaires aside, nobody gets rich overnight. Building wealth takes time and, crucially, planning. This
  • Know the Difference: Beneficiary Designations vs. Wills
    Know the Difference: Beneficiary Designations vs. Wills
    Estate planning is full of pitfalls and among the most common is misunderstanding the difference between beneficiary designations and wills. The issue here (at least in part) is that popular media portrays wills as the be all and end all of a person’s final wishes when, in fact, this is
  • A Step-by-Step Guide Teaching Your Children Financial Responsibility
    A Step-by-Step Guide Teaching Your Children Financial Responsibility
    If you’re a parent, you don’t need us to tell you that your shoulder enormous responsibility. Bringing a baby into the world and teaching them the skills they need not only to survive, but thrive, is as challenging as it is rewarding. Every parent wants their child to grow up
  • What Most Folks Get Wrong About Estate Planning and Privacy
    What Most Folks Get Wrong About Estate Planning and Privacy
    You could be forgiven for assuming that privacy laws protect your family’s most intimate affairs and yet, at least where estate planning is concerned, nothing could be further from the truth. Once you have passed away, anyone can dig around and try to learn what came of your life’s work and, if you