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Our Blog Posts
Can a Dog Help You Live Longer? How Animals May Help Us Age Well
By Tammy Silvas • October 21, 2026
Retirement experts tell us to stay active. Find purpose. Keep a routine. Get outside. Stay connected to other people.
Want to Save More for Retirement? Check Your Deadlines Now.
By Tammy Silvas • October 20, 2026
Retirement plan deadlines are not all December 31. Learn what to ask about 401(k) elections, setup, and funding before your business runs out of time to act.
Should You Name Both Children as Trustees? Here’s What to Consider.
By Tammy Silvas • October 19, 2026
In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.
Is "Finding Your Purpose" in Retirement a Myth? Maybe Purpose Is Built, Not Found.
By Tammy Silvas • October 15, 2026
Most people spend decades looking forward to retirement. No alarm clock. No deadlines. No boss deciding how we spend our days. But once the celebration ends, every day becomes Saturday. Then the unexpected happens. We miss work. Not necessarily the job itself, but the sense of identity, usefulness and belonging that came with it. Without it what is left?
Don’t Wait Until Tax Season. Here’s What to Ask Your CPA Now.
By Tammy Silvas • October 13, 2026
Don’t wait for tax season to discuss this year’s business decisions. Learn what to bring to a year-end CPA meeting and which questions to ask before December.
Second Marriage? Here’s How to Plan for Your Spouse and Your Children.
By Tammy Silvas • October 13, 2026
In a second marriage, providing for your spouse and protecting your children’s inheritance take more than good intentions. Here’s what to plan together.
Strengthen Retirement Security: The Backup Plan to your Dream Retirement
By Tammy Silvas • October 8, 2026
Ask people to describe their retirement dream, some plan to winter in Florida and spend summers with the grandkids. Others picture a slow road trip down Route 66 or a cruise to Alaska. About 3 in 10 workers even dream of an encore career or starting a small business.
Who Can Access Your Business Accounts If You Can’t?
By Tammy Silvas • October 7, 2026
If only one person can access business systems, a crisis can stall operations. Build a practical cyber access plan before an absence or a cyberattack.
Your Passwords Are Not Your Plan. Here’s What Your Family Needs
By Tammy Silvas • October 6, 2026
If you cannot manage online accounts, your family may need more than passwords. Learn how to identify, protect, and share what matters most before a crisis.
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