Category Archives: Life Planning

How to Protect Your Digital Legacy Before You Die

Most of us live so much of our lives online nowadays, but protecting our digital legacy is a planning task that often gets overlooked. Digital planning includes: Providing loved ones with your passwords so they can access your accounts Designating the name of someone who can access your online accounts once you have died Letting…

Here Are Some of the Things to Consider With Your Funeral Arrangements

We get it—no one likes to think about their funeral arrangements. Yet it’s one of those things you can do that will give you some peace of mind and help those making the arrangements once you are gone. You can work with staff from a funeral home who can help guide you on different decisions…

5 Tips to Choose an Assisted Living Facility

Choosing an assisted living facility for a senior loved one is never easy, but there are a few tips you can follow to make this task a little less stressful. Here are five tips to help choose the right assisted living facility for your loved one: Know the right questions to ask.…

Is your senior loved one a little bored doing the same things over and over? Perhaps they've fallen in a pandemic slump and want to try something new. Fortunately, there are lots of hobbies that are great for older adults—and their caregivers might enjoy them, too! So here are five hobbies to consider for your…

If 2022 is the year of downsizing for you or a senior loved one, then you’ll want to keep in mind a few helpful tips for a smoother downsizing experience. There are several reasons that people decide to downsize: The kids are grown and there’s no longer a need for so much space. A spouse…

We all could use more help managing our money, right? The help that you need will vary throughout life—so, the money tips that help you in your 20s are different from what helps you in your 40s or your 60s and beyond. Here are six money tips best suited for older adults: Get help…

October 18 to 24 Is Estate Planning Week

Do you have an estate plan? If you don’t, you’re not alone. An estimated 56% of Americans don’t have an estate plan, according to the National Association of Estate Planners & Councils. That’s why Estate Planning Awareness Week, held October 18 to 24 this year, is a way to call attention to this important but…