Long Term Care Planning: A Holistic Financial Plan Essential
November is long term care awareness month. As a physical therapist and RICP® financial planner focused on helping people live…
Dignity Planning, A Holistic Financial Approach for Health Professionals
As healthcare professionals, it is essential to recognize the significance of dignity in holistic financial planning for our family and…
Key Elements of a Holistic Financial Plan
A holistic financial plan should have these key elements so you and your loved ones can lead lives of dignity…
How Dignity Planning Can Empower You and Your Loved Ones
More than financial planning, I help my clients with Dignity Planning. It goes beyond traditional financial strategies and encompasses a…
Live the Life You Love With Life Insurance
This Valentine's season, learn how life Insurance lets you live the life you love and leave a legacy for the…
Mental Health and Self-care Tips for the Sandwich Generation
Mental Health Month is an annual observance that takes place every May. It aims to raise awareness about mental health…
What Happens With Your Late Spouse’s Social Security Benefits
Learn how to navigate social security benefits after the death of a spouse and how it ultimately affects you.
Caring for the Elderly: Tips to Prevent Falls At Home
I realized there are a few more tips I needed to share with you so I came up with a…