Entries for 2025

Blog

Planning Your Future and Protecting Your Family's Legacy

September is Financial Planning Month, a perfect time to sit down and think about the future. For many of us, that means looking at our finances and m...

Talking to Parents About Downsizing Before the Holidays

As the holidays approach, many families gather under one roof to celebrate, reflect, and reconnect. But beyond the festive meals and joyful traditions...

The Emotional Rollercoaster — Supporting Seniors Through Big Changes

When seniors face a major life transition—like downsizing, moving, or saying goodbye to a long-time family home—it’s not just a logi...

Fall Into Organization: 7 Downsizing Tasks to Tackle This Autumn

As the air turns crisp and the leaves start to fall, many people begin turning their attention inward — to home, comfort, and change. Fall is mo...

From Clutter to Clarity

Is your home overflowing with a lifetime of possessions? For families, seniors, or empty nesters, the clutter that once brought joy may now feel like ...

Mid-Year Motivation — Staying on Track with Your Downsizing Goals

Summer is here—and believe it or not, we’re halfway through the year. If you started the year with goals to downsize, declutter, or prepar...

Financial Planning After 55

Your late fifties and early sixties can be a powerful season of preparation and transformation. Retirement may be on the horizon—or already here...

Is Your Home a Haven or a Hazard?

Have you ever looked around your home, the place that holds so many cherished memories, and felt a little…overwhelmed? Maybe the hallways feel ...

Estate Planning + Home Transitions — The Missing Link

Many families think that once a will is written and a power of attorney is in place, their estate plan is complete. But the truth is, a successful est...
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