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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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...
Is Now the Right Time to Buy a Second Home?
"Should I buy a second home now or wait until retirement?" It's one of the most common questions I hear from clients. It’s a big decision, and it...
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...
Why Earnings Season Doesn’t Change Our Approach (Or Yours)
Earnings season rolls in every quarter with a familiar buzz of headlines, analyst forecasts, and nonstop commentary on who beat expectations and who...
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,...
Team Hewins Named One of Financial Planning’s 2025 Best RIAs to Work For
We are incredibly honored and proud to announce that Team Hewins has been named one of Financial Planning’s 2025 Best RIAs to Work For! This...
Improve Your Finances: Kicking off 2026 with Confidence
The new year creates a fresh slate—a chance to realign your financial strategies and set yourself up for success. Whether you’re striving to grow...