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 ...
The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...
What Everyone Should Know About Their Family Finances
I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should ...
Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married
When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...
Planning Challenges for Rising Partners at Top Law Firms
Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, ...
Financial Awareness and Divorce
I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...
What to Do if You Inherited an IRA in 2019 or Before
Note: Unless otherwise specifically stated, this article applies to beneficiaries of account owners who passed away in 2019 or before. ...
