Wealth Transitions

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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 ...

family finances

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 partners law

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, ...

divorce

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 ...

inherited IRA

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. ...