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...
Beyond the Vacation: A Couple’s Guide to Retiring in South Florida
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What Is a Trump Account?
"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
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...
The Sunshine Shift: 3 Financial Complexities Unique to Boca Raton, Florida
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?
“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
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?
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
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
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...
Why Your Financial Advisor and CPA Should Be Talking
When your financial life gets more complex, small communication gaps can turn into missed planning opportunities. Most people assume their Certified...