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Legacy Letters

Ethical Wills

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Legacy letters are a written set of directions to follow for living an ethical life. They are also referred to as ethical wills. It allows you to express a set of values or morals to your loved...

What is Medicare?

A Primer for a Complicated System

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Take a look at this primer on Medicare, the complicated federal government's health insurance program.  Navigating the system can be daunting - we hope that this information is helpful.

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Retirement Planning from a Place of Sufficiency
/ Categories: Financial, Advance Planning

Retirement Planning from a Place of Sufficiency

Scarcity vs. Sufficiency in Retirement Planning - Upending the Money Management Model

Ben Combs and his co-founder Mary Jo Saavedra, are launching The Advisory Cooperative, a virtual and brick-and-morter financial planning, resource, and community base for seniors, based in Portland Oregon.  Their mission is to provide a resource hub for seniors to discuss important and timely topics, meet with professionals, and enjoy time spent with each other.  This is the first-of-it's-kind cooperative in the nation, with the intent on upending and rethinking the way seniors think of continuous life planning. 


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