Legacy
Empowering Your Financial Journey: Strategic Planning for Success
Embarking on a financial journey can often feel daunting, but with strategic planning and the right mindset, you can transform your financial goals into achievable milestones. Strategic financial planning is not just about budgeting or saving; it’s about creating a comprehensive roadmap that aligns with your life aspirations and empowers you to take control of…
Read MoreLongevity In America: It’s a Whole New Age
“You’re not getting old; you’re getting ready.” -Ernestine Shepherd, the world’s oldest female competitive body builder. The numbers are in, and people are living longer! The CDC calculates that overall life expectancy in the U.S. is presently 78.7 years, with women outliving men by an average of 5 years, or 81 years vs. 76…
Read MoreHow to Live Long and Prosper
“Aging is not lost youth but a new stage of opportunity and strength.” –Betty Friedan Leonard Nimoy and the Changing Face of Growing Older in America When Leonard Nimoy left us earlier this year, the whole world mourned the passing of a beloved cultural icon. Even though he originally played Spock, the unemotional Vulcan, for…
Read MoreAll That You Leave Behind: Planning Your Legacy
“A very rich person should leave his kids enough to do anything, but not enough to do nothing.” -Warren Buffet, as quoted in a September 29, 1986 interview with Fortune. According to the consulting firm Accenture, boomer parents will be distributing about $30 trillion to their millennial descendants over the next 30-40 years. While…
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