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What 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...
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Investing Based on Your Views
Have you considered how your investment portfolio reflects your views? Do you wonder if a certain publicly traded company supports something you don’t believe in? Do you want to make your voice heard or have your opinion reflected in...
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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A Creative Way to Give to Your Favorite Charity(ies) and Save Taxes at the Same Time
If you believe in being part of the solution, like we do, and you are 70 ½ or older. . .Wait a minute, if you are younger than that please don’t go away just yet, as be forwarding them this information you could be saving them a lot of...
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5 Reasons Financial Advisors Are Like Fishing Guides
Not everyone fishes, but everyone needs and strives for financial security, their equanimity. Here are five ways your trusted financial advisor should be like a great fishing guide.
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