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How to Start the Family Caregiving Discussion
April 16, 2025By Amanda Chase Nobody looks forward to discussing finances and elder care with their parents,...
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Tailored Solutions for Unique Financial Needs
April 16, 2025Financial planning is not a one-size-fits-all process. Every individual and family has unique financial circumstances,...
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Maximizing Home Value: Simple Improvements for Seniors Planning to Sell
April 10, 2025Selling a home after many years can feel daunting, especially if it means preparing the...
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When Should You Make a Will?
April 8, 2025Making a will is one of the most important decisions you can make in your...
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Multigenerational Living: A Win-Win for Iowa Families
April 5, 2025Multigenerational Living: A Win-Win for Iowa Families. As a Cedar Rapids REALTOR® specializing in the...
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Understanding the Local Impact of Financial Planning
April 2, 2025Financial planning is not just about numbers on a spreadsheet—it’s about the communities we live...
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Estate Planning Made Simple: How to Protect Your Assets and Your Loved Ones
April 2, 2025Estate planning is an essential part of financial wellness, yet it’s often overlooked until later...
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6 Documents You Need to Preserve Family Legacy
March 19, 2025By Debra Taylor, CPA/PFS, JD, CDFA You may be surprised at some of the documents...
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Putting a Loving Plan Together for Your Parents
March 19, 2025As our parents age, ensuring they have a solid financial plan in place becomes a...
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Understanding the financial implications of selling your home to move into assisted living
March 18, 2025For many seniors, selling a home to move into assisted living is a significant step—not...
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