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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...
First Quarter 2026 Market Overview
After a strong start to the year, markets retreated in a volatile March behind concerns around the conflict with Iran, the impact of higher oil...
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...
Non-Qualified Deferred Compensation Vs. 401(k): How Do They Work?
In 2026, a non-qualified deferred compensation plan is more than just a benefit; it is a critical structural tool for the family pillar demographic...
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...
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...
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