We are thrilled to announce that Thomas C. West, Senior Partner, Signature Estate & Investment Advisors, has been honored with the prestigious Advisor of the Year award by RIA Intel. The award recognizes the exemplary efforts of an advisor who has significantly impacted their clients’ lives and …
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Health and Wealth Planning After a Shocking Medical Diagnosis When receiving a shocking medical diagnosis and hearing you may have a limited life expectancy, the first step is organizing your priorities based on your new circumstance. Understanding both your plan of care, including the next steps and …
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Essential Planning for Solo Agers A Google search for solo ager brings up 26 million links. Each month our blog pulls together curated resources for our clients and prospective clients. This month we focus on three important planning elements for solo agers – healthcare, housing, and finances …
Sandwich Generation Financial Planning Can people in the sandwich generation have a financial plan? Absolutely Yes! According to Bienvenue Wealth, “set healthy money boundaries. Decide what you will and won’t pay for, and don’t be afraid to communicate those guidelines to your family. Consider the short- …
Financial Planning When Someone Has Alzheimer’s Disease In June each year, we work together with families, senior housing and healthcare professionals, elder law attorneys, and financial planners to raise awareness of Alzheimer’s Disease and how it impacts the finances of patients and their families. Over half of …
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Mental Health Awareness for Older Adults Good mental health is important at all ages, and it especially matters as we age in place. Every May, we celebrate Older Americans Month. May is also Mental Health Awareness Month. With the Older Americans Month theme of “Age My Way,” …
Financial Planning When You Have Parkinson’s Disease During Parkinson’s Awareness Month (April) and all year, we offer tips for combining financial, legal, and healthcare planning for the Parkinson’s Community. Financial planning takes on greater importance when diagnosed with Parkinson’s Disease (PD). The Parkinson’s Foundation states, “A diagnosis …
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Arvette M. Reid shares her favorite person in history Arvette’s favorite person in history is a family member, an Aunt on her Mother’s side. Her name is Maggie Lena Walker, the first woman and the first African American to charter a bank in the United States. Aunt …
Celebrate Senior Independence Month by Making Small Changes Living an independent lifestyle is essential to many of us as we age, no matter your age or where you live. In February each year, we celebrate seniors staying independent and remaining in control of their daily lives. …
Financial Wellness for Women Did you know that January is Financial Wellness month? We want to explore what financial wellness is for women who, on average live longer, are statistically paid less, and may take time out of careers to raise children or retire early to serve …
