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...
Beyond the Second Marriage Prenup: Balancing the Financial Dynamics in a New Partnership
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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,...
How to Build Wealth in Your 50s: Six Areas That Deserve a Fresh Look
Your final working years can be exceptionally powerful for building wealth, even more so than you might expect. You're likely earning more than ever...
Healthcare Planning Through the Decades: Building Your Strategy from Career to Retirement
With ongoing debates about Medicare, prescription drug costs, and insurance coverage dominating the news, it's easy to feel like healthcare planning...