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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In a world full of AI, DIY investing apps, and online financial tools, it’s fair to wonder, do you still need a financial advisor? This blog breaks down when DIY may work, when professional guidance can add value, and why planning becomes especially important as retirement gets closer.
If you’ve ever felt like you’re being pulled in two directions at once—you’re not imagining it. Welcome to life in the “sandwich generation.” You’re helping aging parents navigate health, finances, and tough decisions… while also supporting kids (or even grandkids) who still need your time, energy, and yes—your wallet. It's a lot. Let's talk about it.
In 2026, the United States celebrates a big milestone: 250 years since the signing of the Declaration of Independence! That’s 250 years of growth, setbacks, reinvention and yes, a lot of financial lessons along the way. Let’s take a closer look at how money has shaped this country.
If it feels like scams are everywhere lately. They’ve become more sophisticated, more personal, and more convincing than ever. And many are specifically designed to target those nearing or in retirement. The good news? A little awareness goes a long way.
When most people think about retirement planning, they picture spreadsheets, Social Security calculators, and maybe a mild headache. Sure—money matters. But here’s the real secret seasoned financial planners already know: a great retirement plan is built on your values long before it’s built on your numbers. What does your retirement look like?
Aging comes with wisdom, perspective, and—let’s be honest—a few curveballs we don’t always see coming. At Pursuit Wealth Planning, we believe this season of life should feel grounded, supported, and full of possibility. You deserve to age with confidence, not uncertainty. And that’s exactly what we help our clients do every single day.
Social Security is one of the biggest financial decisions you’ll make in retirement. With the right information and a thoughtful plan, you can choose a strategy that supports your lifestyle, your long-term security, and your family’s future. As you prepare for retirement, here’s what you need to know about Social Security.
Valentine’s Day usually brings chocolates, roses, and maybe a dinner where you both pretend not to worry about the price of the prix fixe menu. But if we’re being honest… the stuff that really strengthens a relationship isn’t the fancy dessert. It’s the conversations—the messy, sometimes awkward ones—about how you and your partner handle money together. What happens when couples get money and communication in sync? Find out!
If you’re retired—or planning to be within the next 5–10 years—2026 is shaping up to be a year of meaningful changes. Some are helpful, some may squeeze the budget a bit, and some are just good to know before they sneak up on you like surprise guests at a backyard barbecue.
Losing a spouse is one of life’s most difficult transitions — emotionally, financially, and logistically. In the midst of grief, there are tough decisions to make, especially around Social Security benefits. We’ve walked alongside many clients through this chapter, and we want you to know: you don’t have to figure this out alone.
As the year winds down and the holidays creep up it’s a perfect moment to pause and take stock of your financial picture. Check out our handy list of key strategies to consider before year-end to help maximize opportunities, minimize taxes, and set yourself up for success.
Ah, the 20s—a magical decade filled with first apartments, first real jobs, questionable hairstyles, and lots of learning. As a parent, it’s natural to want to help. But where’s the line between healthy support and enabling? How do you set them up for success without accidentally derailing your own future?
Caring for an aging loved one can be overwhelming — whether it's managing medical appointments, sorting through housing options, or navigating tricky family dynamics. That’s where a Geriatric Care Manager (GCM) can step in to make life easier for everyone involved.
Losing a spouse is one of life’s most profound and heartbreaking experiences. If you or someone you love is facing life as a new widow or widower, know this: what you're feeling is valid, and while the road ahead may feel overwhelming, there is a path forward—one step at a time.
Becoming an empty nester is one of life’s biggest transitions. Whether you’re a single parent or part of a couple, adjusting to a quieter home can bring a mix of emotions—from pride and excitement to loneliness and uncertainty. But this new phase also brings opportunities for growth, self-discovery, and fresh adventures. Let’s explore some of the common struggles and ways to turn this transition into a fulfilling experience.
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.
