How to Protect Your Finances From Elder Financial Abuse
February 2, 2026
By Daniel Korleski, MBA It only takes one convincing phone call, email, or “helpful” person to create a costly problem. Elder financial abuse is…
Insights
Life Transitions
Notes on planning, markets, taxes and the decisions that come with them.
Starting Fresh After Divorce? The Checklist You Need to Move Forward
June 25, 2024
By Daniel Korleski, MBA Divorce is no easy transition, especially if your former spouse was the one handling the finances. Now that it’s official,…
After Loss: Steps to Take After the Death of Your Spouse
February 9, 2024
By Daniel Korleski, MBA There are many tasks that need to be taken care of after a spouse’s death, and, unfortunately, many of them…
Making an Impact Through Giving
December 1, 2023
By Daniel Korleski, MBA ’Tis the season of giving! The holidays are a time when, as a culture, we focus more on giving than…
What to Do Before You Get Divorced
March 9, 2023
By Daniel Korleski, MBA Ending a marriage is far more complicated than just ending a romantic relationship. Not only must you grapple with the…
If Widowhood Happened Tomorrow, Would You Be Prepared?
March 11, 2022
By Daniel Korleski, MBA Imagining your life without your spouse is probably one of the hardest, most devastating things to think about. The last…
Questions these raise are the ones worth asking.
Reading about a strategy and knowing whether it applies to you are different things. A short call settles the second one.