Recent Posts
Recent Posts
SORT BY CATEGORY
Search
  • Family Finance

How the FDIC Protects Your Assets

Silicon Valley Bank’s dramatic downfall marked the second-largest bank collapse in U.S. history. As depositors rushed to withdraw their assets, the California Department of …
  • Archive, Elder Care, Family Finance
Adult Daughter and Mother

Do you need a Professional Adult Child?

ReFrame Wealth works in partnership with LionHeart Eldercare & Consulting, founded by Colleen Duewel. She often describes her role as a “Professional Adult Daughter”. …
  • Archive, Family Finance

Financial Lessons Hidden in Summer Projects

It’s that time of year—school is winding down and I start thinking about my list of summer projects. At the top of my list: …
  • Retirement Planning
Mid-Year Retirement Planning Checklist

Mid-Year Retirement Planning Checklist

At the beginning of every year, it’s popular to make New Year’s resolutions. We create goals and hang vision boards. We might even concentrate …
  • Retirement Planning

Watch Out for These 6 Retirement Myths

Making financial preparations for retirement can seem overwhelming, especially with the overwhelming amount of information available to help you with this task. It can …
  • Investing

How to Make Your Executor’s Job Easier

The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
  • Retirement Planning
revisiting estate plan

When to Revisit Your Estate Plan

For most people, reviewing a set of comprehensive estate planning documents and updating them can feel like going to the dentist. You don’t like …
  • Retirement Planning

Managing Healthcare Costs in Retirement

A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a …

Request a Consultation

Schedule a Call