Category: Wills, Trusts, and Estate Planning

One of the most confusing transitions clients face as they approach retirement isn't Social Security or investments… It's Medicare. After decades of employer-sponsored health insurance,

Guest Blog Author: Dawn Heiderscheidt, OTR/L, ECHM, CAPS, Owner & Founder of Aurora Independence Introduction  Retirement unfolds in seasons. This series of articles and the accompanying guide

Guest Blog Author: Dawn Heiderscheidt, OTR/L, ECHM, CAPS, Owner & Founder of Aurora Independence  When Support Becomes Essential: Creating a Home That Works for You   Introduction  Retirement unfolds

Guest Blog Author: Dawn Heiderscheidt, OTR/L, ECHM, CAPS, Owner & Founder of Aurora Independence Small Changes, Big Impact: The Midlife Home Adjustments That Pay Off Later  Introduction  Retirement

For many business owners, their company represents the largest portion of their net worth. It’s not just an asset — it’s years of work, leadership,

Patti Brennan has been named the 2025 Thought Leader of the Year by ThinkAdvisor as part of its national Luminaries Awards program. This distinction recognizes professionals

Guest Blog Author: Dawn Heiderscheidt, OTR/L, ECHM, CAPS, Owner & Founder of Aurora Independence Why Spring Is the Moment Retirement unfolds in seasons. This series of articles

What Are 530A (Trump) Accounts? 530A (Trump) Accounts are a new tax-advantaged investment account designed for children under 18. They function as a long-term investing tool