Geoffrey Rush once said, “Nobody ever said that growing old would be easy. It’s tough on the ego.” Life is uncertain, and aging brings with it particular challenges and concerns. But financial health need not be one of them. Having honest conversations in a healthy...
We’re proud to announce that Amanda Faith, a Senior Client Service Associate who has been with Domani Wealth for 9 years, has earned her Certified Estate and Trust Specialist for Financial Advisors TM designation! Shortened to CES TM, the qualification provides...
Once the weather warms up we throw open the windows and remember we should wash them. And the curtains. And probably the floors. and probably the deck. After the house is in order from a good Spring cleaning, reviewing your financial “house” is also a perfect project...
The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin to fail us, we need to consider what is best for those around us and how...
There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: ensuring your family holds on to that wealth after you’re gone to create...
