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Formal Wills & Trusts

Important Estate Planning

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Elvis died without a will, and so did Prince. Aretha Franklin left no formal will or trust, and now her heirs are fighting over some handwritten documents that may or not meet the legal standards...

Medical Power of Attorney

Your Medical Directives

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As part of an estate plan, an important legal document is called a medical power of attorney. The purpose of a medical directive, or power of attorney (POA), is to provide specific instructions to...

Is CBD Right For You?

A Natural Alternative

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A lot of these medications have undesirable side effects, and some may even lead to dependence. So, it is no surprise that today’s well-informed seniors are looking for natural alternatives like...
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Retirement Planning from a Place of Sufficiency
Laurie Blume
/ 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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