Blog

Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing

DawnMarie Corneau, AIF® | Co-founder and Wealth Advisor

Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

When Should I Start Taking Social Security: 5 Factors to Consider

Karen True Winslow, CFP®, ChFC, AIF® | Co-founder and Wealth Advisor

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

Teaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making

DawnMarie Corneau, AIF® | Co-founder and Wealth Advisor

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way

DawnMarie Corneau, AIF® | Co-founder and Wealth Advisor

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Three Numbers Every Woman Should Know

Karen True Winslow, CFP®, ChFC, AIF® | Co-founder and Wealth Advisor

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...