As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...
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I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...
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For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...
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It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...
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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...
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Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...
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Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...
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The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....
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If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...
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It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...
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