Blog

The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist

As we prepare for the holiday season, many of us may have traditions that include being with loved ones.  For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms.  Dealing with grief and loss is something most people have to do sometime

The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist Read More »

Longevity

Have you ever been curious about your life span?  Longevity is a topic that arises as we plan for our retirement.  Will our resources cover us as we age?  How do we plan for the unknown?  Bloomberg posted an article yesterday that piqued my interest.  Here is a recap of this article. “Americans increasingly need an accurate

Longevity Read More »

Blind Spots

Funny thing, blind spots are referenced often in life.   What are blind spots? Merriam Webster provides three simple definitions: : an area around a car, truck, etc., that the driver cannot see : a tendency to ignore something especially because it is difficult or unpleasant : a small area at the back of the eye

Blind Spots Read More »

Fears

Providing workshops throughout communities, I’ve learned how often we are ill-prepared for any disruption from our “normal” day to day lives.  This has been a year filled with natural disasters, of random shootings, accident, illness and other disruptions. Keeping our sights on outcomes we can impact and on the many positive aspects of our lives

Fears Read More »

The Living Planner Advisory Perspective Series – Laura Roeder, Team Financial Partners, LLC

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC.   Laura is

The Living Planner Advisory Perspective Series – Laura Roeder, Team Financial Partners, LLC Read More »

Scroll to Top