As measles cases rise again across the U.S., this article highlights an important issue many professionals may not realize: there are currently no specific treatments for measles once someone becomes infected. Researchers at La Jolla Institute for Immunology are now working on potential antibody-based therapies that could help protect vulnerable populations, including infants and immunocompromised individuals. For CFP® professionals working with multigenerational families, healthcare planning, or long-term care discussions, this is a timely reminder of how public health trends can directly impact financial and family planning decisions.

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More families and financial professionals are discovering the benefits of Donor Advised Funds (DAFs) as a simple, flexible, and tax-efficient way to support the causes they care about most. This article explains why DAFs have become one of the fastest-growing charitable giving vehicles and how they can help create a lasting legacy while supporting important community organizations like Serving Seniors.


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Chef Travis Swikard and the team at Callie Restaurant partnered with Feeding San Diego to help fund a new school pantry at Burbank Elementary in Logan Heights. Their recent “Pairings with a Purpose” fundraiser raised more than $500,000 to support Feeding San Diego’s School Pantry Program, helping provide nutritious food to local children and families in need. A powerful reminder of how local businesses and community partnerships can create lasting impact right here in San Diego.

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Video podcast interview with metabolism scientist Christian Metallo, discussing how diet/exercise informs brain health

Video podcast interview with neuroimmunology expert Nicola Allen, discussing how the immune system informs brain health

Salk x Dana Farber clinical trial finding vitamin D analogs may enhance chemotherapy response and improve patient survival, featuring Ronald Evans

The spring issue of our magazine, Inside Salk, is now live online

LA Times article about using genome-informed restoration to address climate change, featuring Todd Michael:

San Diego Union-Tribune article about Salk scientist Daniel Hollern’s research and vision for future cancer therapies

Rancho Santa Fe Foundation is here to help advisors and their clients explore charitable planning. Thoughtful tools such as     donor advised funds, endowments, and planned giving can help families align generosity with their values while creating     opportunities to engage future generations in conversations about purpose, stewardship, and legacy.

Legacy is more than a will or financial plan. It is the impact we choose to create and the values we carry forward through philanthropy and community connection.

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This June, we’re inviting our volunteers to lead the way.

You already believe in the mission. You show up. You serve. And now, with a small gift and a few invites, you can help empower even more survivors of human trafficking.

Here’s how it works:

1. Give $5

2. Ask 5 friends to do the same

3. Share why this mission matters to you

When volunteers lead, communities follow.

Every $5 helps us continue providing support, dignity, and hope to survivors. Together, those small gifts add up to something powerful.

“What Will $5 Do?”
$5 helps provide:

• Trauma informed supplies for survivors.

• Support for Resource Center operations

• Tools and materials used by volunteers for supporting survivors

• A step toward safety, dignity, and hope

Every $5 is a reminder to survivors: you are not alone.
DONATE HERE

Planning and Paying For Long Term Care Needs

As longevity increases, so do the financial challenges associated with long-term care. This article explores important strategies families may consider when planning for future care needs, including lesser-known funding options that can help preserve retirement assets and improve flexibility. For advisors working with aging clients and multigenerational families, it offers valuable insight into conversations many clients may not even realize they should be having yet.

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When Your Client Has a First and Second Mortgage

For many homeowners, the mortgage is already the largest monthly expense — but what happens when there’s both a first and second mortgage to manage? Rising payments, reduced cash flow, and retirement income concerns can create significant financial pressure for clients later in life. This article explores strategies homeowners may consider to simplify debt, improve monthly cash flow, and better align housing expenses with long-term retirement goals.

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Expert Guidance to Navigate Your or a Loved-One’s Healthcare

Feeling overwhelmed by medical plans or difficult decisions? Start your journey to confidence and control- visit jaysheart.com

We’re honored to share the release of “Sassafras Street: Human Connection Through the Eyes of Caregivers” — a moving collection of stories from caregivers, healthcare professionals, patients, and families that highlights the power of compassion, empathy, and human connection in care. A meaningful read for anyone touched by caregiving or healthcare.
Buy HERE

Thank you for being a friend: A Golden Girls guide to aging in place

Inspired by the timeless message of The Golden Girls, this article is a heartfelt reminder that friendship, laughter, and human connection become even more valuable as we age. “Thank You for Being a Friend” celebrates the importance of companionship, community, and staying socially connected — all essential ingredients for healthy aging and emotional well-being. A meaningful and uplifting read for anyone supporting older adults, caregivers, or simply cherishing lifelong friendships.

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Senior Care Planning Without Relying on Family

Many older adults today are planning proactively for the future — including how they will navigate aging and care decisions without placing the full responsibility on their children or family members. This article explores practical strategies for creating a support system, organizing care preferences, and preparing financially and emotionally for the future while maintaining independence and peace of mind.

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Financial Health Can Improve Your Aging Experience

As financial professionals, we often focus on investment performance, tax strategies, and retirement income planning — but financial health also plays a major role in how clients experience aging. This insightful article explores the connection between financial stability, stress reduction, independence, and overall well-being later in life. It’s a valuable reminder that thoughtful planning can do more than protect assets — it can help improve quality of life and support healthier aging outcomes for the clients and families we serve.

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