Giving While Living: How to Give Money to Family During Your Lifetime
An inheritance rarely arrives when a family needs it most. That reality leads some of the people I work with to consider gifting while living, whether that means paying college tuition, helping with a home
5 Leaks That Drain Multimillion-Dollar Portfolios
You’re earning more than you ever have, so why doesn’t your portfolio seem to reflect it? Here are 5 leaks that can drain multimillion-dollar portfolios, and what to do about each one.
When a New Grandchild Arrives, the Real Planning Begins
A new grandchild doesn’t just bring joy. They bring questions about schools, enrichment, who contributes, and how. In my latest article, I share how the families I work with think about planning for a child’s future from the very beginning. The link is in the comments.
AI vs. a Human Financial Advisor: What Is at Stake for Your Financial Future
Recently, a client’s son joined one of my meetings. He’d been researching financial topics with AI for months but wanted to talk to a real person. It was a great conversation and a good reminder of what a human advisor actually brings to the table. My latest article explores just that.
How Couples Manage Money: Finding What Works for Your Relationship
I often get asked whether couples should merge their bank accounts or keep them separate. I’ve realized there isn’t one right answer, but there are strategies that help prevent arguments. I wrote down a few thoughts on how to set up an operating account and why having your own fun money is good for a marriage. A link to the full post is in the comments.
The “Death Meeting” (And Why Your Family Needs One)
We put it off. We asked ourselves, “are they old enough”? But recently, my husband and I finally held a formal family meeting with our young adult children to walk through our estate plan. If you’ve been carrying the weight of your estate plan alone, this one is for you. Read more about how to start the conversation.
5 High-Income-Year Tax Planning Tips to Avoid Surprises
Big income this year? Don’t let taxes catch you by surprise. Here are 5 tips to stay prepared.
Why Your Financial Advisor and CPA Should Be Collaborating Year-Round
Do your CPA and financial advisor talk to each other? They should. In this article, I share how that connection can lead to better planning, fewer surprises, and more confidence in your financial decisions.
Why Wait for Retirement? Start Living Your Bucket List Now
Are you waiting for the perfect time to start checking off your bucket list? Maybe it’s time to rethink that! I recently shared some thoughts on how we can start living intentionally now—no need to wait for retirement.
Worth’s Top RIA Firms 2025
Deerfield Financial Advisors’ Top RIA Firms Announcement We’re honored to share that Deerfield has been named to Worth’s Top RIA Firms 2025 list. For anyone
