Blog
Read our latest blogs designed to help you navigate your financial life with greater confidence.
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Your Money, Your Terms: A Woman’s Guide to Working with a Financial Advisor
Today, Americans are 41% more likely to turn to a financial advisor when seeking financial advice.1 One of the biggest factors driving this trend is a broad pessimism about personal finances amid recent stock market volatility and rising consumer prices. Within this group of Americans is a demographic with a distinct set of needs for…
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The Challenge of Concentrated Wealth: Strategies for Managing Single-Stock Risk
For some ultra-high-net-worth individuals, their wealth has accumulated greatly from concentrated stock positions. A concentrated position is an investment portfolio where a significant portion of an individual’s wealth is held in a single stock or a small number of stocks. This is a reality for many business owners who hold a significant number of shares of their…
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The Caregiver’s Compass – Finding Balance and Setting Boundaries
As a caregiver, you often dedicate the majority of your time to supporting loved ones with daily tasks, such as preparing meals, assisting with eating and bathing, tidying the home, and providing transportation to appointments. Many do this unpaid, all while juggling full- or part-time jobs. Over time, the combined demands of caregiving and personal…
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Estates & Trusts: A Guide to Planning
LEVEL ONE: Must-Haves Goal: Plan for and document the transfer of assets per your wishes with minimized transfer costs. Upon life events (marriage, divorce, birth, adoption, etc.), review these aspects of your estate plan to ensure all information is up-to-date. LEVEL TWO: Considerations Goal: Further enhance the direction of assets, minimize estate taxes, or increase asset protection. LEVEL THREE: Advanced…
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When One Earns More: Navigating Money Talks in Unequal Income Relationships
Finances play a significant role in the stability and happiness of a marriage. The impact is so significant that in Fidelity’s 2024 Couples and Money study, it was found that 45% of partners reported that they argue about money at least occasionally, and 25% identify money as their greatest relationship challenge.1 The root of financial…
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Wealthy Hearts: A Guide to Financial Unity as a Couple
Being newly married is an exciting time, as you have committed to each other at the highest level, forming a union meant to last a lifetime. However, this union also brings the merging of finances, which can be a source of stress for many couples. To alleviate this stress, newlyweds should have a plan for…
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‘What’s Your Financial Personality?’ Quiz
The start of a new year naturally invites reflection on where we’ve been, what’s changed, and where we want to go next. When it comes to wealth, progress isn’t shaped by strategy alone. The habits, priorities, and perspectives that guide your financial decisions play a powerful role in long-term outcomes. This short, interactive reflection is…
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Paper Checks Are Phasing Out: What the IRS’s Digital Shift Means for You
As part of its ongoing modernization efforts, the IRS launched its Paperless Processing Initiative in August 2023. The goal is simple: reduce fraud, prevent improper payments, and speed up processing by moving away from paper-based tax returns, forms, correspondence, and payments. Beginning with the 2025 filing season, the IRS has largely transitioned to electronic payments…
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New Year’s Financial Checklist
As changes in your life occur, are you adjusting your financial plan accordingly? We’ve put together this 10-point checklist of key areas of your financial life. Take a look and see if you are ready for the year ahead. 1 | LIFE CHANGES (e.g. retirement, new family members, change of residence, etc) 2 | OVERALL FINANCIAL…
