“Over 50.” An Internet search for this term pulls up over 3.1 billion results! The reality is that many of us are at that age when life is transitioning all around us, and finding stability is more important than ever.

Our family trees have deep roots, so we’re concerned for our loved ones. We wonder if our children and grandchildren will be able to support themselves. We also worry about our aging parents. Are they safe in their own home or do we need to locate a better place to accommodate their needs? And what if we’re suddenly forced to figure all of this out on our own? The physical or emotional loss of a loved one, be through divorce or death, can leave us feeling very unsettled.

Of course, there are positive transitions in life, too. Professionally some of us are at the pinnacle of our career and are looking forward to retirement, a new calling, or if we own a business, possibly an exit strategy. Perhaps a second marriage, blended family and/or a new home are in your future. As each new chapter begins, new questions arise. Will you be ready?

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Recent News

Recent News

The Legal, Financial and Medical Details You Need to Know to Care for Your Aging Parents

The Legal, Financial and Medical Details You Need to Know to Care for Your Aging Parents

8/13/2018 12:00:00 AM EDT
3 days ago

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook ...

Marital Transitions: Power Up Your Financial Independence

Marital Transitions: Power Up Your Financial Independence

8/3/2018 12:00:00 AM EDT
a week ago

Each month we’ll spotlight one chapter from our eBook series,  "navigating marital transitions with confidence: a resource for women".  

This Month's Focus is ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...