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You register for an upcoming meditation retreat and enroll in a new nutrition program. You invest in new hiking boots for your whole family before
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
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
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
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
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
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
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and
At Deerfield, we help our clients build comprehensive financial plans. That doesn’t just mean we help you plan for your investments, or create a savings
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