Facing the Future Together

There are many challenges that face the Boomer Generation when it comes to tending to a beloved parent(s).


 There is constant worry and guilt – are you spending enough time with them, how can you fit in the time for doctors’ appointments, phone calls, helping with little chores……dealing with other family members. So often we lose ourselves in the chaos of helping others. This is normal, and you are not alone!

Boomer Sandwich

The baby boomers have lived an active life, but now they are sandwiched by young adult children moving back home and the added responsibility of taking care of aging parents.


Boomers are coming to terms with the their own mortality too. Many are used to a running marathons, skiing in dangerous terrain or biking long distances, but their bodies can't seem to keep up.



Check out this video from CNN - Boomers Sex drugs and rocky road

Boomers and Parents Rescheduled May 17th

By request we have moved our seminar to the following week to May 17th.


Are you like most of us Baby Boomers dealing with the challenge of an aging parent(s)? Are you prepared?


Join us for our next Boomers and Parents seminar ... more information on our upcoming events page >>

Time to Downsize

The retirement reality is hitting baby boomers much harder than expected. For many the family home (or should I say the equity in your home)  has become the hope of retirees, and downsizing is the buzz word in the financial community.

The idea is a good one. Sell your large 2,000 - 3,000 square foot home to buy a less expensive smaller home, town home or condominium and invest the difference to create income at retirement. 

Add to this many baby boomers are dealing with downsizing their parents, downsizing is an issue that many families will be dealing with for next 10 to 15 years. So the question if downsizing is such an easy solution ... why is it so hard to do?