Protecting Yourself with Travel Insurance

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...

Does the New Tax Law Apply to You?

by David Frisch | Feb 25, 2026 | Blogs, In The News, Newsletter, Retirement, Seniors, Tax

What You Need to Know In July 2025, a new set of federal tax laws was signed into effect, bringing changes that could affect millions of Americans.  Whether you are a homeowner looking at deductions, a senior managing retirement income, a parent planning for...

Are You Financially Prepared for a Weather Disaster?

by Joyce Streithorst | Jan 29, 2026 | Blogs, Financial Planning, In The News, Newsletter

The Time to Get Ready is Now Last week, a severe winter storm brought heavy snow, sleet, and freezing rain to hundreds of millions of Americans and nearly one million were left without power as of Sunday, January 25th. As of this writing, “dangerously cold air”...

Including Your Pet in Your Estate Plan

by Jason Sacks | Jan 29, 2026 | Blogs, End of Life Planning, Estate Planning, Newsletter, Seniors

Pet Trusts “Dogs have given us their absolute all.  We are the center of their universe.  We are the focus of their love and faith and trust.  They serve us in return for scraps.  It is without a doubt the best deal man has ever made.”  – Roger A. Caras Many...

What to Do Next: How a Terminal Illness Can Affect Retirement Plans

by David Frisch | Jan 29, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter, Retirement, Seniors

Important Things to Consider A terminal diagnosis can change life in ways that no one anticipates.  Priorities may shift, long-term plans can feel uncertain, and retirement decisions that once seemed distant may suddenly require immediate attention.  Both the...

Living With a Terminal Illness: Financial Planning for Caregivers

by David Frisch | Dec 30, 2025 | Blogs, End of Life Planning, Estate Planning, Medical Diagnosis Planning, Newsletter, Seniors

Caring for a Loved One While Maintaining Financial Stability Nothing can fully prepare you for the emotions that may arise when someone you love is diagnosed with a terminal illness.  The fear, shock, and uncertainty that accompany this news is difficult enough, but...