4 Benefits of Hiring an OCIO
What Can an OCIO Help With? While hiring an Outsourced Chief Investment Officer (OCIO) may seem like it has a …
Financial Check-Ups: Monthly Activities to Help You on Your Financial Journey
As you continue on through what has hopefully been an exciting start to the year, it’s important to check in …
Money Dates: Financial Considerations When You Combine High-Income Households
As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to …
4 Common Questions About Long-Term Care
A client of mine has been dealing with her aging father and his cognitive decline over the past few years. …
Make Estate Planning Part of Your New Year’s Resolutions
As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals …
SECURE Act 2.0: How the New Legislation Could Impact You
At the end of December, Congress passed the SECURE Act 2.0 as part of the omnibus spending bill. The Act …
Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions
Relationships are many things, and one of those things is a financial partnership. But what happens if one part of …
Domestic Partnership vs. Marriage: Financial Considerations
In the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their …
Don’t Let Holiday Gift Giving Derail Your Financial Plan
As Black Friday and Cyber Monday fast approach, it’s a good time to think about how much you really have …
2022 Year-End Planning Tips
In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is …
4 Reasons to Stay Invested for the Long Run
2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what …
Special Needs Planning – FAQs
Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover …
Why We Need to Talk About Money and How to Get Started
A few years ago, I was out on a hike with my friend when she asked me a question: “Are …
Financial Advice: An Art or a Science?
Over the past three and a half decades as a financial advisor, I have experienced my fair share of difficult …
5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to …
Striking the Balance: 10 Tips for Managing Burnout While Building Your Career
Like millions of folks around the world, my life took a complete turn in April of 2020. Within seven days, …
Helping Your Children or Grandchildren Buy Their First Home
Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate …
The Sandcastle and the Larger Dune
I am writing this from my laptop, while attending a conference on “Artificial Intelligence in Financial Technology” at Stanford University …
