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
read more
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 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...
Meet the “New” Retirement
"I don't want to quit," she told me. "I just want my days to feel like mine again." A few months ago, a client sat down with me to talk about what...
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...