by Joyce Streithorst | Aug 31, 2026 | Blogs, Families, Financial Planning, In The News, Newsletter, Seniors, Women
Recognizing the warning signs and helping someone you love Your mom has been living alone for a few years since your dad’s passing. Your parents took steps to make sure she would be financially secure in his absence, and their plans were successful. Yet even as she...
by Joyce Streithorst | Jun 22, 2026 | Blogs, Families, Financial Planning, In The News, Newsletter, Seniors
What Every Family Needs to Know A friend recently shared a story that has stayed with me ever since. Just days after losing her husband of nearly 58 years, my friend’s mother, Sarah, was trying to manage the countless tasks that follow the death of a spouse. She was...
by Joyce Streithorst | May 15, 2026 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Retirement, Seniors, Tax
What You Need to Know About Successor Beneficiary IRAs Retirement accounts are intended to provide income during one’s retirement and are typically transferred to a beneficiary upon the death of the account owner. But what happens when the beneficiary dies before...
by Joyce Streithorst | Apr 30, 2026 | Blogs, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter
A Guide to Advance Medical Directives and Medical Orders When you or a loved one receives a serious medical diagnosis, whether sudden or long anticipated, it can bring a wave of uncertainty that touches every part of life. It is natural to want as much information as...
by Joyce Streithorst | Feb 27, 2026 | Blogs, Couples, Families, Financial Planning, In The News, Newsletter
What to Review in February to Start the Year Strong February is the perfect time for a quick financial reset. Ask yourself: Are you confident your credit report is accurate? Is your budget actually working — or quietly leaking money? Do you have 3–6 months of expenses...
