Live Long and Prosper: Life lessons from a Timeless Classic

By |2022-08-10T14:13:55+00:00August 10th, 2022|Categories: Estate Planning, Single Point of View|Tags: , , , , , , , , , |

My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]

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Who is an Aging Life Care Professional, and What Do They Do?

By |2018-03-16T01:38:04+00:00June 5th, 2017|Categories: Single Point of View|Tags: , |

As financial planners, we are often tasked with answering the question of how our clients will fund their advanced care needs later in life.  However, who is helping you make the choices on how, and by whom, that care is provided?  In this Guest Blog Post, Kate Granigan (CEO) & Anna Pollard (Dir of Clinical Services) [...]

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