Providing you with Insight and Confidence to Make the Best Possible Decisions for Yourself and Your Loved Ones​

Most baby boomers, and those who love them, live in a world of decreasing choices.
Well-meaning friends, and even “experts,” offer what might turn out to be uninformed advice. At best, those looking for help may find partial information to help them plan from sources that are either biased or look at primarily one aspect of life (finances, benefits, wills and trusts, social needs, or where to live). If they are lucky, maybe one expert they contact might be aware of other areas they need to consider.
This site provides you with the information you need to navigate this journey as successfully as possible.
Write your awesome label here.

We use cookies to provide you with an optimal experience and relevant communication. Learn more or accept individual cookies.

Necessary

Necessary cookies (First Party Cookies) are sometimes called "strictly necessary" as without them we cannot provide the functionality that you need to use this website. For example, essential cookies help remember your preferences as you navigate through the online school.

Functional

During your interaction with this website, cookies are used to remember information you have entered or choices you make (such as your username or preferences for personalizing your account). These preferences are remembered, through the use of the persistent cookies, and the next time you use the Website you will not have to set them again.

Analytics

These cookies track information about visits to this Website so that we can make improvements and report our performance. For example: analyze User behavior so as to provide additional functionality or improve course contents. These cookies collect information about how visitors use the Website, which site or page they came from, the number of visits and how long a user stays on the Website.

Marketing

These cookies are used to deliver advertising materials relevant to you and your interests. They are also used to limit the number of times you see an advertisement as well as help measure the effectiveness of campaigns. They are usually placed by advertising networks we work with with our permission. They remember that you have visited a website and this information is shared with other organizations such as advertisers.