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...
by Joyce Streithorst | Feb 26, 2026 | Blogs, Couples, Families, Financial Planning, Newsletter
Is it worth the additional expense? Your tickets are booked, your bags are packed and all that’s left to do is count down the days until you head off on that dream trip you’ve been looking forward to. If you worked with a travel agent in planning your trip, it’s...
