Blog

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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February 1, 2026

Love & Money: The Valentine’s Day Conversation Couples Forget to Have (But Really Should)

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!

January 2, 2026

What’s New for Retirees in 2026? A Friendly Guide to Staying Ahead

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.

December 1, 2025

Social Security When a Spouse Passes: What You Need to Know

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.

November 3, 2025

Year-End Financial Planning Checklist: Smart Moves to Consider Before December 31st

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.

October 1, 2025

Supporting Your 20-Something Without Losing Your Sanity… or Retirement Savings

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?

September 2, 2025

How to Engage with a Geriatric Care Manager (And Why It Can Be a Lifesaver)

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.

August 1, 2025

Life After Loss: Navigating the Transition to Widowhood

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.

July 1, 2025

Thriving as a First-Time Empty Nester: Tips & Tricks for This New Chapter

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.

June 2, 2025

What Happens to Your Money When You’re Gone? Here’s How It Passes to Loved Ones (And how to make it a whole lot easier for them)

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.

May 5, 2025

How to Choose an Executor for Your Estate

“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.

April 1, 2025

Understanding the Continuum of Care: A Guide to Continuing Care Retirement Communities (CCRCs)

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.

March 5, 2025

Paying for College: A Guide for Families

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.

February 3, 2025

Making Sense of Social Security: A Comprehensive Guide for 2025 and Beyond

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.

January 3, 2025

The Financial Life Organizer: Your Roadmap to Financial Peace of Mind

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!

December 1, 2024

Navigating Life's Journey: A Compassionate Guide to Holistic Preparedness

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.

November 4, 2024

How Much Should You Save for Your Future? A Guide for Every Stage of Life

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.