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5 Essential Documents to have on Hand for your parents

6/13/2022

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​​Everything is fine until it isn’t.  Then we can find ourselves scrambling for solutions.  Being prepared with key estate planning documents is critical since the aging process is different for everyone.  At Mosaic Fi our drumbeat is about planning.  Whether it is a financial plan, estate plan, or even a career plan, you are more likely to experience success if you are prepared.

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Is it Time to Consider Selling your Parent's Home?

6/13/2022

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​One of the most common issues facing seniors and their adult children is choosing the best and safest place for senior care.  Subsequently, another decision arises as to when to sell mom and/or dad’s home when it is no longer a safe place for them.

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  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently