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Legacy

What Today’s Retirees Love to Do

By angelicacomahig | May 5, 2025

Retirement is often imagined as a finish line. But in reality, it’s a starting point for a whole new phase of life — one filled with possibility, freedom, and opportunity.…

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Your Legacy – Preserving Memories in the Modern Age

By angelicacomahig | April 21, 2025

In today’s hyper-digital world, we’re better than ever at capturing memories — photos, videos, stories — yet ironically, we’re at greater risk of losing them. With thousands of photos buried…

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Should You Consider a Franchise as a Part of Your Retirement Plan?

By angelicacomahig | July 24, 2023

Jon Ostenso was a special guest on our most recent podcast, and he had a wealth of information to discuss on owning a non-food franchise. If you’re considering a franchise…

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Do You Need a Trust in Retirement?

By angelicacomahig | March 13, 2023

Estate planning is something we talk about a lot. For many clients, estate plans can be very complicated because it’s an extra step in their retirement planning process. However, we…

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10 Reasons Everyone Needs a Power of Attorney in Retirement

By angelicacomahig | February 13, 2023

Do you have a durable power of attorney? If not and you’ve done everything that you can to secure your retirement, it’s one of the steps that you must take.…

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Teaching Kids About Money & Retirement

By angelicacomahig | February 6, 2023

As an adult trying to secure your retirement, it’s difficult not to think about your children. Perhaps you want to leave your children money or spend more time with potential…

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Beneficiary Designations – What You Need to Know

By angelicacomahig | September 12, 2022

Beneficiary designations are so important. You’ve set up accounts for estate and retirement planning, paid your dues, and you want to be sure that the right person is left these…

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Secure My Retirement Podcast: Where Is My Episode?

By angelicacomahig | July 25, 2022

People lose a lot of things. One of the things that people lose a lot of is information. Open up your smartphone, and you’ll be bombarded with info from multiple…

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6 Considerations for Your Estate Plan

By angelicacomahig | May 30, 2022

Have you thought about your estate plan? If not, it’s a crucial element of retirement planning because it dictates how you’ll save and plan for the future. And even if…

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Enjoying a Healthy Retirement

By angelicacomahig | May 2, 2022

We were very excited to speak to Lynne Bowman, author of Brownies for Breakfast: A Cookbook for Diabetics and the People Who Love Them, on our latest podcast. And today’s…

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