Latest Insights Archive
Wealthwhile℠: A Case Study in Business Exit Planning
In family financial planning, sensitivity is just as important as practicality and calculations. After all, many families need help making important, objective decisions, and financial
The Mindful Approach to Money I Taught My Kids
Raising kids is never easy—especially when it comes to money. That’s why it’s important to start teaching them about money early on. My husband and
The Biggest Exit-Planning Mistakes I See Small Business Owners Make
If you’re a small business owner, the effort you put into leaving your company is just as important as the effort you put into starting
Setting the Stage for Financial Independence: Laying the Foundation
Are you living your best life? If not, do you know why? What does your best life look like, and how do you plan on
Understanding the Bond Market: Why Bond Values Fluctuate and What it Means for High-Net-Worth Investors
This fall, the bond market experienced what a team of analysts at Bank of America calls “the greatest bond bear market of all time.” If
A Worthwhile Wealth Transfer to Your Kids: The Art of Giving While Living
Most parents want what’s best for their children. They work hard to raise their kids properly and position them to reap the benefits of their
Reflecting on 2023
On a personal level, 2023 was especially challenging for me. I suffered the loss of three dear family members: my dad, my stepfather-in-law, and my
Are You Prepared for a 30 Year Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
25 Ways to Make Friends in Retirement
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it
Mortgage Gimmicks Explained
Mortgage Gimmicks Explained Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as
10 Questions to Ask When Relocating in Retirement
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees
Flying in Style: Modern Airline Rewards
We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we
3 Biases That Can Sabotage Your Wealth
Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like
5 Podcasts for Business Owners
Listening to podcasts is like having a personal coach or mentor for your business. Whether you’re looking for advice, creative ideas, or motivation, they can
Gratitude’s Impact on Your Money Mindset
When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful,
