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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.
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.
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
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.
If you’ve ever wondered whether Social Security will still be around when you retire, you’re not alone. In fact, most Americans share the same worry.
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.
Washington has been busy. Last month, Congress passed – and President Trump signed – the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages,
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.
The first half of 2025 has been unpredictable; even messy at times. Headlines screamed about tariffs, corrections, conflicts, and the dollar dropping like a stone.
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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