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The Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
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Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together
As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a legal adult in most states. This means they can vote, buy a lottery ticket, or...
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When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?”That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement...
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Empowering Adult Children: Essential Preparations for Your Aging Journey
Empowering Adult Children: Essential Preparations for Your Aging JourneyAs we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high?Teaching teens and young adults about money is less about formal instruction and more about repeated...
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Staying Engaged in Retirement
Work isn't the only thing that suddenly goes away the day after a senior retires. The alarm clock stops ringing. So does the phone. In boxes are empty. Calendars are blank. No more deadlines, demands, or last-minute team meetings...
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Preparing Your Adult Children for Inherited Wealth
Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often branch out into investing, compounding, and comprehensive Life-Centered Planning...
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