What’s Your Money Mantra?
We’ve spent time exploring the psychological and emotional factors of your relationship to
Confessions Of A Client Whisperer
Many of my client meetings are more like therapy than financial
DEI initiatives and investments were THE hot thing in corporate America a few years ago. Today: not so much. The business community — long averse to political
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In my practice, the number one thing I find people often need beyond a financial plan is confidence-building coaching, emotional support, and accountability to
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Despite the political and societal challenges and backlash facing the LGBTQ+ community today, using the power of our queer dollars to push back against unjust
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Do you feel that you have enough insurance coverage to protect your retirement savings? If not, what type of coverage is missing from your plan?
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By 2030, 7 million LGBTQ+ Americans will be over 65. As our community’s aging population grows, it will become increasingly important to ensure that all
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One of the biggest differences in financial planning for us LGBTQ folks is long-term care insurance. The reason it's different is that many of us are going to
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65% of LGBTQ+ adults report facing discrimination in their everyday lives. In healthcare, one in three LGBTQ+ people report experiencing negative interactions
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David Treece explains essential long-term care considerations related to the unique planning needs of LGBTQ+ older adults—from healthcare coverage, annuity and
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Next Steps
In closing, here are some tips for making a senior housing plan:
- Start early and set long
A conversation about senior housing options between Financial Advisor David Treece and Senior Placement Consultant Michael Brodie.
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