Posts in Insurance
Elder Care Planning: How to Support Aging Parents Without Derailing Your Retirement

You’ve probably heard the term Sandwich Generation before. It refers to people, often in their 40s and 50s, who are simultaneously caring for aging parents while still supporting their kids (financially, emotionally, and logistically). It’s a lot. And the weight of that caregiving can feel relentless, especially when the financial load starts adding up.

The choices you make today (yes, even that one you’ve been avoiding) will ripple out 20 to 30 years from now, for better or worse. This is where elder care financial planning becomes more than just another “thing you should probably think about someday.”

Read More
The 7 Pieces of Financial Protection Every Family Needs to Have in Place NOW

As parents, we all want only the best for our children, and for our children to have even better lives than we did.  I see families on a weekly basis who struggle financially. Take these 7 steps to protect your family and sleep well knowing that they’re covered in case something happens to you.

Read More