Pocket multi-tool

Management Agencies

A limited but versatile tool for money management that just might delay disability.

Colorful lottery balls on a white table

What’s Your Number?

How much money do you need to retire? That number should drive your tax, gift, and financial planning.

Older Drivers

Driver safety is about more than taking the keys away. Here are resources and strategies to help support older drivers.

Treasure map with coins

Locating Assets

Slow and steady wins this race. Here’s our checklist for locating assets.

Hand turns the key that opens the safe deposit box

Agent’s Certification

Banks can’t reject your Statutory Durable Power of Attorney without reason. Here’s the certification you’ll need.

Flooded living room

Harvey Takeaways

Are you at risk of flooding? Are you caring for someone who is? Here are some lessons learned from Harvey.

Hammer and nails

Harvey Repairs

Residential construction is treacherous. Don’t sign a contract until you read this.

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