Money-Savvy Gifts for Graduates

As a mom of four daughters, I have appreciated this book as a graduation gift: Do Your Laundry or You’ll Die Alone: Advice Your Mom Would Give if She Thought You Were Listening, by Becky Blades. 

It’s practical, motherly advice about everything they still need to learn. About dreams. About life. About laundry. But it doesn’t give a lot of guidance on personal finance, which is my other passion, right after my daughters. That’s why I wanted to write this blog post.


Can I Afford to Retire?

Maybe it’s because Julie and I are both in our 50s, but it seems like clients are asking more often, “When can I retire?” They know they probably can’t retire immediately, but maybe in five years? Or 10?

Of course, it takes careful planning to arrive at the retirement age that’s best for you. But it’s a process that’s most certainly worth your time…and it’s much better than just crossing your fingers and hoping it all works out.

Yours, Mine and Ours: Money Advice for Couples

Whether you're in the bloom of new love or nurturing a long-term relationship, money can cause problems. But it can also be a way for you both to deepen your trust and achieve goals together. Learn how to minimize financial arguments and make the most of your time (and money) together.

How to Fund Your Kids' Inheritance Now

You’d probably love to give your kids a financial head-start in life. Who wouldn’t? But aside from winning the lottery, you may think there’s not much you can do right now.

But there is—and it doesn’t require gambling. Or even a rich uncle you never knew.  And unlike some tax strategies that must be done by year end, you can take advantage of this strategy now until you file your 2020 tax return.

All it takes is a Roth IRA. (Yes, we know. Setting up a retirement account for someone who probably can’t even vote yet sounds crazy. But this is definitely one of those crazy-like-a-fox situations, and is a perfect example of how our firm helps families grow generational wealth.)


Financial Tips for Young Adults

Starting a career is an exciting time. But making the transition from student to "official adult" can also be intimidating. One secret to success is establishing good financial habits. These tips will help.


Your Wealth: Take Control amid the Chaos

Looking for ways to strengthen your financial position during the coronavirus crisis? Learn how to make the most of new tax opportunities, market changes, lower interest rates, stimulus programs and more.