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Survey reveals how people believe they will cope in their senior years, and the gaps that exist.

Declaring loneliness an epidemic first requires an understanding of what loneliness is and how it works in the brain.

Currently, the top 1% of families hold over a third of the total wealth in the U.S. according to a Congressional Budget Office report from 2022. The bottom 50% of households, meanwhile, control just 2% of total wealth.

This booklet is a conversation about charitable giving. We believe people should give to causes important to them, not what is important to others.

This booklet is a conversation about estate planning. A talk about what issues to consider.

This booklet is a conversation about financial planning. It is not intended to be a plan for you, but a look at what is meant by financial planning.

This Workbook is designed to be a companion to the It’s Your Estate (IYE) series presented by Financial and Estate Literacy. During the IYE sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your attorney.

FEL Blank Ask First form

This workbook is designed to be a companion to the It’s Your Money (IYM) series presented by Financial and Estate Literacy. During the IYM sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your planner.

“Financial Planning II” Presentation by Carl Lachman for the Spring 2023 workshop series