As the temperature heats up and kids get out of school for the year, we are all tempted to soak up the sun and turn our focus to play. Markets are notoriously...
July 6, 2023 / Financial Planning
One of the first questions I often get asked after clients welcome a new baby into their family is, “what is the best way to save money for their college...
June 6, 2023 / Families
Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking...
April 19, 2023 / Female Leadership
Early in a relationship with a widowed client, I received a confused phone call from her. She had received a notice saying that her Medicare premium...
April 3, 2023 / Financial Planning
This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for. One of the many things that I am personally...
December 20, 2022 / Financial Planning
Many of us may find ourselves in the role of caregiver as our loved ones age, face a diagnosis, or enter into a new phase of life. This role can be complex...
June 29, 2022 / Families
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