 Each year on Memorial Day, we reflect upon and remember those who bravely gave their lives while in active military service. We are grateful for the freedoms we enjoy each day in America because of their sacrifice. As a company that serves seniors and their families, we are privileged to know many men and women who served and survived. We have been privileged to support several dozens of the last of that great generation which proudly volunteered during World War II. Remembering Mitch... WWII War Hero
Happy Memorial Day 
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From the "state of the union" to "Where are my Kids?" to
"How can we help your mother with her living expenses?", living in a state of unknowing about our future is stressful. Terri's husband was going in for a valve replacement and she had no idea where any of their financial documents were. Over the course of 29 years of marriage, they had never discussed any of their desires for what their respective wishes were for end of life - Advanced Planning documents. Bradley, Terri's husband, handled all of the finances and if anything went wrong with the procedure Terri had no clue how to pick up the pieces. We humans are flawed by nature, which means that, denial is something that everyone is susceptible to. While it hasn't killed us yet, living in denial has caused many of us to experience much loss, anguish, frustration and many regrets throughout our lifetimes. #peaceofmind When it comes to watching friends, parents and or loved ones make unnecessary financial mistakes. "Short-sighted and limited," are the words DeDe Soto, J.D. uses to describe traditional estate planning, which is often focused on just financial wealth and taxation. We may be living in a state of denial if we hold onto fallacies such as... I Am Never Caught off Guard, I've Already Planned Ahead - Yes, planning ahead is always recommended but thinking that you can actually be able to prepare for absolutely everything is just plain foolish on your part. Be open to improving upon your solid plan - anything that will add peace of mind for you and your loved ones is BEST! 
I Don't Need to Ask for Help, I Can Figure This All
Out Myself - There is no need to reinvent the wheel; life is easier when we're able to journey along a path that has been marked by those who've gone before us. Surround yourself with sage counsel of the trailblazers. Learn to avoid the pitfalls so that you may become a better version of you. Their wisdom can empower you to blaze a new path. Soak up all the wisdom that comes from experience and age and then go forward. I Am Completely Justified! = Excuses, Excuses, Excuses - "I'll have time to do that later...", “I would have done that, if not for…”, "I'm not going to do this because..." Examine yourself. Do you somehow manage to find excuses for putting everything off? Your attitude reflects a state of denial that will most likely be passing the buck of responsibility off to an unprepared, unsuspecting, overwhelmed loved one. It’s not denial. I’m just selective about the reality I accept.”
You may know someone who is in a situation of this type. Or it may be your own family. Call us to schedule a Family Consultation to put a plan in place. Email us to sign up for an I.C.E. Binder workshop and begin your Emergency Preparedness plan. Attend our Building a Financial Foundation education class, Saturday, June 4 at 2 p.m. in Irvine Ca.
Twenty years ago, 65 mph instead of 55 mph was declared the new maximum speed for freeway driving in CA. A similar change has taken place for aging limits. At one time, a person was considered a senior citizen at the age of 55. With advancements in technology and people living longer, 55 is considered young and the age divisions for "older" people now have three sub-groups: young-old (65-74), middle-old (75-84), and oldest old (85+). That is a lot of years to be enjoying your life and still making a contribution to your family, your community, and your country.
Meet Marta As a practicing cardiologist in her native country, Marta and her husband left Poland about 30 years ago to meet a greater need - the care of their two small grandchildren. This was a full-time job now that their only daughter and her husband were both launching careers in the medical profession as an oncologist and a retinal surgeon. She became known to the children in her culdesac as Basia, the neighborhood grandma. Marta is not the stereotypical grandma who watches games shows in her rocking chair. Instead, she learns foreign languages, earned her American citizenship, volunteers and at church, and is actively involved with the police service volunteers in her town. Many of us who see her around town affectionately call her Basia Sherrif. Marta is one of many older Americans contributing to her family, her community, and her country. If you are wondering about the grandchildren, they are now a practicing attorney and a medical student working on brain research. Wanting to Contribute?
Service opportunities are as diverse as the communities in which volunteers serve and may include:
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We're The Company With Heart ♥ (949) 573-8504 ♥ [email protected]
26975 Calle Hermosa Ste #4 Capistrano Beach Ca 92624
26975 Calle Hermosa Ste #4 Capistrano Beach Ca 92624