A real story. A hard moment. An important reminder. On December 23rd of this year, the father of a close friend — and valued team member — was involved in a sudden accident. He meant the world to her. He was 82 years old, but sharp, healthy, and independent. In an instant, everything changed. The accident left him with a severe brain bleed and multiple fractures, and she was suddenly facing decisions no one ever wants to make. This morning, I spoke with her. As she recounted

As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families avoid the conversations that matter most. What will happen when you are gone? How will your loved ones be cared for? What legacy will you leave behind? This season offers a rare opportunity to bring love, not fear, into these important conversations. In this post, we share how to shift your mindset about death and money, how to open

We’ve all been there. You’re scrambling to get to school pickup on time because you refuse to be that  parent whose kid is sitting in the office with a backpack and a juice box waiting for rescue. Yep. That was me this week. And as if that wasn’t defeating enough, Sawyer then hits me with: “Mommy… who picks me up if you get stuck at work forever?” Sir, please. I’m five minutes late and just trying to survive Tuesday. But his question was a good reminder: most parents of young

We've all been there. The holiday White Elephant gift exchange starts out fun and lighthearted. But then Uncle Jim steals the massage gun he bought in hopes of winning it for himself. The married couples start tag-teaming to keep the best gifts between them. Cousin Sarah gets stuck with the singing fish. Someone's definitely holding a grudge about that coffee mug from three swaps ago. Now imagine that same dynamic, except instead of gag gifts, it's Dad's classic car, Mom's je

In this week’s blog, I’m sharing a popular scam that targets older adults this year that you and your parents need to be aware of, plus tips for staying protected. Let's dive in... “Hi Aaron, it’s Gav with Hardship Relief Program. We tried reaching you at your home and did not hear back… I’m not sure if you’ve spoken to an assigned agent yet, but I do see that you’re pre-approved for our Hardship Program. So, what I’m going to do is keep this in a pending status. Please give

Consider this analogy: you hire the lowest bidder to fix your leaky roof. Initially, the work appears satisfactory—the leak is patched, the price is reasonable, and you feel good about the money saved. But when the next storm arrives, water pours in, drywall buckles, and mold sets in. Suddenly, you're not just fixing a small leak—you're replacing insulation, tearing out walls, and repairing the foundation. You may even lose irreplaceable valuables. The "cheap" fix ends up cos