Last fall, I helped my daughter move to Philadelphia to start her next chapter. It was her third day in the city when I found myself reflecting on a topic  that has felt more personal lately: how to ensure your spending aligns with your values.

As families face aging, illness, or recovery, the need for in-home healthcare has become more common, and more personal. Finding the right professional to care for your loved one is more than a logistical task. It’s an emotional and financial decision that directly impacts your family’s quality of life.

Financial scams targeting older adults are sadly becoming more common, and more sophisticated. Seniors are often targeted because scammers assume they have significant savings, are less familiar with digital technology, or may be more trusting in unfamiliar situations.

Election years can stir up a whirlwind of emotions among investors...

You may have heard the term Financial Wellness tossed around on the web over the past few years—especially since the onset of the pandemic. I have always believed in this concept and am happy to hear it has gained a lot of traction—if one doesn’t feel financially well it can lead to all sorts of stresses and impact one’s mental health.

For those not familiar with the phrase “aging in place,” simply put, it refers to choosing to stay in your home with family, friends, and neighbors around you as you grow older (instead of moving to a residential facility designed to support long-term care, such as an assisted-living facility)

We recently launched a weekly team post entitled Thursday Thrive! which is intended to offer snackable ideas on how to grow and develop well (and vigorously). Subjects include tips on productivity, wellness, and team collaboration in an effort to offer insights that will enable us individually—and as a team—to thrive.

We talk a lot around the office about work/life balance, and for some reason, while it has always been a concept that I support, the terminology has never seemed to resonate with me. Perhaps because I am not sure that there is ever truly a balance—which to me has meant equalization—in my family, my marriage, and my unmet goals.