Building a Life Portfolio That Matches Your Investment Portfolio
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.
Why Affluent Families Need Strategic Cash-Flow Planning
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.
Qualified Charitable Distributions and Donor-Advised Funds: Strategic Giving Strategies for Retirees
Want to lower your taxes while supporting your favorite charities? Explore QCDs, DAFs, and other giving tools in my latest article.
Is Social Security Going Away? The Short Answer: Probably Not.
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.
Feeling Heard: The Missing Piece in Most Financial Plans
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.
OBBBA Simplified: The Tax Law Changes That Matter Most
Washington has been busy. Last month, Congress passed – and President Trump signed – the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages,
Should You Be Helping Your Adult Kids Financially?
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.
A Wild Half-Year — And a Lesson in Staying Put
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.
Three Financial Lessons That Matter Most
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.
Supporting Families Through the Loss of a Parent
Grief doesn’t follow a checklist. When a parent passes, families need more than financial advice—they need steady, compassionate guidance. In this article, I share what I’ve learned about supporting clients through one of life’s hardest transitions.
