Monthly Archives: June 2020

Finding Your True North During Uncertain Times

On June 25th, 2020, we were delighted to host a webinar with Susan Fox, MA – Executive and Life Coach, A.I.M. High Coaching and Mark T. Johnsen, CEO and Chief Wealth Architect of Wealth Architects. The conversation focused on the following topics…

Are “Continuing Care Retirement Communities” a Good Option for Me?

Planning for living arrangements in retirement is a complex process that touches many facets of our clients’ lives, from financial and estate planning to family communication and quality of life questions. Iris Nguyen JD, Wealth Architect, shares some insights.