Blog
Before They Board the Plane: A Financial Guide for Study Abroad Families
Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year, 298,180 U.S. students studied abroad for academic...
Read MoreDoes the New Tax Law Impact Your Estate Strategy?
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules...
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Six Cybersecurity Threats That Target High-Net-Worth Families (and Quick Steps to Reduce the Risk)
Think of your financial life like a well-run farm or a tended garden: most days are routine. But every so often, a pest shows up that can do real damage if you ignore it. For individuals and families with significant assets, real...
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Women's Retirement Security Day: Your Retirement Deserves Its Own Strategy
Your Retirement Deserves Its Own Strategy This week marks the first-ever Women's Retirement Security Day, a national initiative shining a light on something we talk about with our clients regularly: women face a retirement landscape...
Read MoreThe Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
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What Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreSuccession Strategies for Business Owners
Every business eventually faces the question of what comes next. In my experience, business owners who create a succession strategy early on in their business report having more options and greater freedom down the line.Building...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreUnderstanding the Emotions Behind Financial Decisions
Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
Read MoreThe True Costs of Caring for Aging Parents
Key TakeawaysCaring for aging parents is a growing reality for many Americans.The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a caregiver...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
Read MoreGoal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
Key Takeaways and Suggestions for Successful Goal SettingUse SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...
Read MoreMoney Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...
Read MoreThe True Costs of Caring for Aging Parents
Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...
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