Perspectives

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...

We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

When I mentioned to my friend Kathy that my next blog assignment was on financial self-care, she became very animated and explained how her financial...

Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...