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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.
Big income this year? Don’t let taxes catch you by surprise. Here are 5 tips to stay prepared.
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.
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.
Build more than wealth—build a life that reflects what matters most. Discover how aligning your investments with your “life portfolio” can turn money into a tool for purpose, freedom, and lasting impact.
Most financial advisors focus on investments and taxes, but what about cash flow? When you’re managing millions, knowing when and where your money flows can make the difference between feeling scattered and feeling intentional about your wealth.
Want to lower your taxes while supporting your favorite charities? Explore QCDs, DAFs, and other giving tools in my latest article.
The most powerful financial planning tool? Listening. Discover why feeling truly heard by your advisor can make all the difference. Because a plan only works if it fits your life.
When does helping your adult kids financially start to hurt more than it helps? Explore how to balance love, boundaries, and your own financial future—and why stepping back might be the greatest gift you give them.
When it comes to managing significant wealth, the right financial habits make all the difference. In this article, I share three key lessons that help shape financial decisions, from structuring wealth with intention to making spending and saving more meaningful.
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