Articles by Sarah:
What Are NORCs and How Do They Help Seniors Age in Place?
In Boston, around 350 residents are preserving their independence and ability to age in place by joining...
Demystifying FINRA: What Investors Need to Know
Working with a Financial Professional can help provide potential long-term investment success, but how...
6 Ways to Deal With Election Stress
Do you notice your shoulders tightening or your pulse quickening when you turn on the news? Do you toss...
Estate and Retirement Planning for LGBTQ+ Americans
Estate planning is critical for everyone who wants to protect their assets and loved ones, but it’s...
Preserving Wealth and Dignity: Long-Term Care Planning for Seniors
Most people don’t live life planning on one day being so frail or ill that they can’t do basic...
The Importance of Intergenerational Financial Conversations
It’s time to overcome the unspoken rule that money is a taboo topic, especially when it comes to...
How to Deal With a Wealth Gap Between Friends
When it comes to money, there’s always someone who has less than you—and there’s always someone...
6 Reasons Retirees Should Explore Their Local Library
One important aspect of retirement planning is preparing for the transition from the structure of...
Caffeine Considerations for Seniors
Do you love to start your day with a lift of caffeine from coffee, tea or another caffeinated...
3 Ways too Much Alcohol Can Impact Your Retirement
After decades of hard work, it’s common to raise a glass and toast to a successful career and a...
