Perspectives

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....

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

Infertility. It’s a word that becomes a reality for so many. According to the National Survey of Family Growth by the Centers for Disease Control and...

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

Remember the first time you met your partner and had many in depth conversations about each other? What’s your favorite food? What’s your favorite...

I was one of those moms who insisted her kids do chores. Not just 5 minutes worth but a number of regular daily chores. We did this to develop of a...

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...