Category Archives: Life Planning

10 Financial Moves That Widows and Widowers Should Make

When a spouse dies, one major task is handling any financial obligations that he or she managed. To help navigate through this, here’s a partial list of financial moves you should make if you are newly widowed:     Make sure bills are paid on time. Gather information about all of your bank accounts (including…
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5 Tips to Help Manage a Senior’s Mail

So much of the mail we get nowadays comes electronically. However, many seniors still get a large chunk of mail via “snail mail,” through the U.S. Postal Service. For elderly loved ones who may have slowing cognitive skills, managing mail can become a challenge. Important documents or bills may get lost or not get paid…
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5 Tips to Better Prepare for Flooding

Hurricane season isn’t over just yet—we still have until November 30th to see what storms may have an impact on the Bradenton/Sarasota area and beyond. One common occurrence with hurricanes is flooding, and that’s something that will become even more common over time due to climate change and coastal erosion. Is your home prepared for…
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Preparing for a “Driving Retirement”

Driving is something that many of us probably take for granted. Our ability to drive gets us where we need to go. In many cases, it’s a necessity unless you live in a big-city. In the Bradenton/Sarasota area, the ability to drive is a mandatory part of our daily routine for many of us.  …
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5 Tips to Choose a Funeral Home

          Thinking about the need for a funeral home is never fun, but it’s a necessity in life. Most people do business with a funeral home only a handful of times, so it can be hard to know which one is the best to use for your needs. After all, it’s…
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