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Beyond the Vacation: A Couple’s Guide to Retiring in South Florida
Aug 17, 2026 | General, Smart Financial Tips
Many years ago, I met a couple who had already decided to retire to southern Florida. They loved being near the ocean, had plans to get involved in...
What Is a Trump Account?
Jul 28, 2026 | General, Smart Financial Tips
"So... should we open a Trump Account?" Ever since "Trump Accounts" officially became law in July 2025, that question has echoed through almost...
The Double-Edged Sword of Managing Concentrated Stock
Jul 20, 2026 | Equity Compensation, Smart Financial Tips
If you're holding a large position in a single company's stock, whether from Restricted Stock Units (RSUs) that have vested over a long career, a...
Second Quarter 2026 Market Overview
Jul 8, 2026 | Investing, Quarterly Market Summary
After a volatile start to the year, markets rebounded in the second quarter, with every major asset class posting positive returns. Interestingly,...
The Sunshine Shift: 3 Financial Complexities Unique to Boca Raton, Florida
Jul 6, 2026 | General, Smart Financial Tips
For the past 13 years, I've watched Boca Raton transform. Operating from our local Boca Raton, FL office, we have had a front-row seat to a massive...
Should You Leave California for a No-Income-Tax State?
Jun 11, 2026 | General, Smart Financial Tips
“Should I leave California and move to a state with no income tax?” This conversation lands on my desk all the time, usually at one of two...
The 3-Step Travel Planning Checklist Your Financial Advisor Wants You to Have
May 28, 2026 | General, Smart Financial Tips
You know that feeling of anticipation when you're getting ready for a trip. You're looking up restaurants, mapping out what you want to see, and...
Your Children Left the Nest. What If They Boomerang Back?
May 15, 2026 | General, Smart Financial Tips
My 92-year-old mother has a line she likes to repeat: "Parenthood is a life sentence." She says it with a smile, because she knows she’s right. I...
What No One Tells High-Achieving Women About Retirement
May 4, 2026 | General, Smart Financial Tips, Women & Wealth
Most of the women I work with don't love the word "retirement." They've spent decades building careers, managing teams, and making an impact. The...
Beyond the Second Marriage Prenup: Balancing the Financial Dynamics in a New Partnership
Apr 20, 2026 | General, Smart Financial Tips
A friend of mine got a phone call about 30 years after her divorce. It was the fifth wife of her ex-husband, calling to let her know that her name...
The material presented by Team Hewins is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Team Hewins, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Team Hewins expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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