As if saving and investing for the future were not already challenging enough, navigating family dynamics can make it even more difficult to achieve your financial goals. The following tips can help you successfully navigate family challenges and improve your overall financial health. #1 – Understand the challenges you face. The first step is to … Read more
LGBTQ couples face unique financial challenges related to family planning, healthcare, estate planning and more. It is important to have a financial plan in place to help you successfully navigate these challenges and achieve financial freedom. As you work to establish a strong financial foundation, consider implementing the following strategies. #1 – Family planning A … Read more
The amount you pay in taxes can have a big impact on your lifestyle, both throughout your working years and in retirement. Moving to a state without income tax can save you significantly, but it is important to take steps to avoid potential pitfalls before you start packing. The following tips can help you make … Read more
As you plan for retirement, it is important to make sure you have enough retirement savings and other income sources to last a lifetime. One great way to assess your level of retirement readiness is by stress testing your retirement plan. Doing so involves assessing your plan’s resilience against multiple risks and unexpected scenarios to … Read more
On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). The 1,100-page bill extends the tax cuts of Trump’s first presidency while also overhauling a wide range of provisions that impact Americans’ everyday lives. How could this new tax legislation impact your financial plans? Here, we offer a summary … Read more
Many high-net-worth individuals have diverse interests, which may include collecting valuable items, such as artwork, jewelry, vintage automobiles, stamps, coins, wine, etc. While most people are motivated to start collections due to a specific interest or passion, a secondary benefit is that these items often grow in value over time. Just like any other investment, … Read more
Planning for a major life event or large purchase can be overwhelming, and it can be difficult to know where to start. Fortunately, with the right financial planning strategies, you may be able to save faster than you thought. The following tips can help. #1 – Articulate your specific goals. The first step in planning … Read more
Have you ever gone to the gym and left feeling like you did not accomplish anything? For me it goes something like this: I arrive at the gym with good intentions. I decide I am going to be active today! But as I walk through the door, I am overwhelmed with decisions. Which machines should … Read more
If your finances are feeling a bit messy and out of control, it may be time to simplify and declutter. The following tips can help you organize your financial life. #1 – Organize your files and accounts. Start by gathering all your financial information, and establish an organized filing system to track your statements and … Read more
Following the death of your spouse, you may find yourself functioning in a state of shock as you struggle to put one foot in front of the other. The last thing on your mind is probably your finances. However, there are some important financial challenges ahead as you navigate the days, weeks and months following … Read more