As summer unfolds, it’s a natural time to reconnect with the people, experiences, and goals that matter most. In this edition of Living Well, you’ll find insights designed to help you navigate the future with confidence while making the most of life’s meaningful moments today. We hope this issue brings inspiration, perspective, and enjoyment throughout the season.
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Inside This Issue
2 – From the Desk of Jason Dugan
3 – Team Highlights
4 – Five Summer Escapes Close to Home
5 – Investing in Artificial Intelligence
6 – Helping Adult Children: Finding the Right Balance
7 – A Mid-Retirement Check-In
8 – Building a Family Legacy, No Matter the Distance
9 – Tips for Healthier Skin as You Age
9 – The Good of Gratitude
10 – In the Community
11 – Honey Chipotle Chicken Skewers Recipe
Recent Insights
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529 Plans: What to Know Before the First Tuition Bill Arrives
Using education funds thoughtfully, tax-efficiently, and with family clarity.
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7 Estate Planning Questions Families Often Wish They Had Asked Sooner
Most families do not revisit estate planning until life forces the conversation. But the best time to ask these questions is usually before decisions become urgent.
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Aligning Retirement and Estate Planning
How a trusteed IRA can help provide structure and continuity.
