Perspectives

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...

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...

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...

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...

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...

Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...

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...

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....

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...

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...