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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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.
“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.
