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It may sound like something out of Ocean’s 12, but motion detection technology is becoming a quiet safety net for older adults who want to age in place, especially those living alone. These systems use discreet sensors to learn daily patterns and flag changes that might signal a fall, illness, or confusion, allowing families or…

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After a strong year for international stocks in 2025, I’m getting more client questions about increasing the percentage of International in their portfolios. Many foreign stock funds saw double-digit returns, and the financial media (who are paid to get you riled up, not be a better investor!) is abuzz about “the comeback of international investing.”…

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These days, Dorothy, Blanche, Rose, and Sophia would have more options than ever for housing that offers community and financial savings.   Senior cohousing   Think of senior cohousing as the real‑life Golden Girls reboot.  Everyone has a private home, but there are shared kitchens, gardens, and common houses where the coffee (and gossip) are…

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One of the biggest hurdles I face as a planner is convincing clients whose numbers support retiring that they can take the leap.  That’s because one of the biggest fears new retirees have is their investments suddenly dropping just as they stop earning a paycheck.  It’s a scary thought. Imagine you’re climbing down a mountain…

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