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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,
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.
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.
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.
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.
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.
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