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...
Your Children Left the Nest. What If They Boomerang Back?
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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...
CPA vs. Financial Advisor: Which Do You Need?
While there is an overlap between the services of a Certified Public Accountant and a CFP® professional (CERTIFIED FINANCIAL PLANNER®), there are...
Digital Estate Planning: Why Your Online Life Needs a Plan, Too
One client I've been working with lost their spouse several years ago. She had all her financial accounts organized, but when it came time to get a...
Healthy Financial Habits: 7 Good Financial Habits for 2026
As we navigate 2026, cultivating healthy financial habits is more critical than ever. Whether you're looking for good financial habits to protect...
Do I Need a Financial Advisor? The 2026 Decision Framework
Determining if you need a financial advisor in 2026 depends on the complexity of your wealth and your long-term goals. Generally, you need a...
Healthy Financial Habits for 2026: Building Long-Term Wellbeing
What are healthy financial habits? In 2026, they are the repeatable, proactive behaviors that bridge the gap between your current income and your...
How to Switch Financial Advisors: 2026 Tax & Strategy Guide
As we move into 2026, the financial landscape is shifting. Whether you are looking for better tax-efficiency or a more proactive partnership,...