A Bigger Perspective on the U.S. National Debt
The U.S. national debt has reached $39 trillion. But before deciding if that’s good or bad, it helps to ask the same question my grandmother always did: Compared to what?
When Should You Tell Your Kids About Their Inheritance?
In my 25+ years as a financial advisor, I’ve seen this pattern over and over. Families who avoid these conversations often leave their loved ones to sort through unanswered questions at one of the most emotionally vulnerable times of their lives. But families who talk openly about finances tend to experience more harmony, greater trust and a clearer path toward preserving their wealth.
Outdated Beneficiary Designations After Divorce or Death: What You Need to Know
One of the many ways we provide value as your financial advisory team is by making sure your documents — especially your beneficiary designations — are current, aligned and coordinated.
How to Rebuild Financial Confidence After Divorce
Both men and women experience financial loss after divorce, but women generally suffer more financial repercussions than men do. The financial burden is greatest during the first year after divorce.
How Confident Retirees Plan and Thrive
One of the most important jobs we have as financial planners and wealth managers is guiding our clients to financial well-being, and therefore their confidence about the future.
