At Pursuit Wealth Planning, we believe that every family should have the resources to make the best choices for their family. Navigating the challenges faced in the Sandwich generation shouldn’t upend your personal retirement success. Our goal is to help provide guidance and resources as you navigate your caregiving journey so that you can prioritize your family, your career, and your own retirement!
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What Happens to Your Money When You’re Gone? We all know we can’t take it with us, but many people don’t realize how their money and belongings actually pass to loved ones after they’re gone. It’s not always about having a will—how accounts and property are titled and who’s listed as a beneficiary can make all the difference.
“How do I choose the right executor for my will?” It’s a big decision—one that impacts how smoothly your wishes are carried out when you’re no longer around to speak for yourself. Whether you have a long list of loved ones or you’re a solo ager without obvious options, this post will walk you through how to choose the best person (or team) for the job.
Navigating senior living options can feel overwhelming, but understanding the Continuum of Care can bring clarity and confidence to your decision-making. Let's break down what a CCRC is, the different levels of care, and how to choose the best fit.
If college is right around the corner and you're wondering how to pay for it, you're not alone! The key is to use your resources wisely and in the right order to minimize debt and maximize financial aid. Let's break it all down.
Social Security represents one of the most significant financial decisions in retirement planning. While there are general rules and guidelines to follow, choosing when to start receiving benefits is a deeply personal decision that requires careful consideration of your unique circumstances. Here are some things to consider.
In the maze of life's financial complexities, one tool stands out as a beacon of clarity and security: the Financial Life Organizer. Whether you're 25 or 65, creating a comprehensive document that captures your entire financial landscape is not just smart—it's essential. Here's what you need to get started!
As members of the sandwich generation, you're standing at a unique crossroads—balancing the care of aging parents, supporting your own family, and preparing for your future. This journey demands resilience, strategic planning, and a holistic approach to personal well-being.
Saving for the future can feel like a daunting task, especially when life’s expenses keep popping up. But no matter where you are on your financial journey, setting aside money for the future is crucial. Here’s a guide on how much you should aim to save at different stages of your life to build a secure financial foundation.
When it comes to planning for retirement, Medicare is a key piece of the puzzle. But understanding it can feel like trying to solve a Rubik’s Cube—blindfolded! Let’s break down the basics of Medicare, clear up some common misconceptions, and go over the essential rules everyone should know.
Being a member of the sandwich generation can be hard as you navigate raising children, preparing for your own eventual retirement and helping your aging loved ones. As a parent, one of the most important things you can do is plan for your child's financial future. Here are some of the best investment options available for parents looking to save for their kids.
As more women take on the dual role of career professional and caregiver for aging loved ones, the challenge of maintaining a healthy work-life balance has become increasingly complex. This juggling act, often referred to as the "sandwich generation" phenomenon, can be both emotionally and physically taxing, but with the right strategies and support, it is possible to find equilibrium.
Balancing work, kids, and caring for aging parents can sometimes feel like juggling flaming swords while riding a unicycle. Noticing that your parents are having trouble taking care of themselves can be concerning and emotional. We’re here to help! Here are some steps to help you navigate this situation...
One of the biggest decisions your family might have to make is around kids going to college. We have outlined some of the best steps to begin your college search. We also provide additional resources for answering questions about college fit and the financial component. Check it out!
Retirement is a significant milestone in life. One of the biggest decisions many retirees face is what to do about their living situation. Let's explore the factors to consider when making this decision.
70% of people age 65+ will need some type of long-term care during their lifetime. Whether it's for assistance with daily activities, ongoing medical needs, or specialized care for chronic conditions, planning for long-term care is essential.
Creating an estate plan is a proactive step towards securing your legacy and ensuring that your wishes are honored when you're no longer able to voice them yourself. Take your first steps now!
