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Do You Know Who is Inheriting Your Most Valuable Asset?
As we navigate the complexities of life—raising families, building careers, and nurturing social connections—certain responsibilities may inadvertently slip through the cracks. In emphasizing the importance of continuous...
Read MoreWhy Golf Is a Lot Like Financial Planning
I began playing golf approximately 15 years ago. It was a fun pastime with my friends, offering the perfect blend of outdoor activity and social interaction. I thought, 'How hard could it be?' After all, I had played softball in high...
Read MoreWomen and Investing: Starting Early, Investing Confidently, and Closing the Gap
In today's rapidly evolving world, women continue to break barriers and challenge societal norms, yet we still face numerous uphill battles and systemic challenges, especially when it comes to investing. While significant progress has...
Read MoreCan You Make a Real Impact with Your Investments?
Investing has traditionally been associated with financial returns and wealth accumulation. However, in recent years, there has been a growing movement towards aligning investments with personal values and making a positive impact on...
Read MoreMillennials and Money: Redefining the Path to Financial Success
Millennials, those born between 1981 and 1996, are transforming the way they think about money and wealth. As the most diverse generation in U.S. history, they have emerged as a powerful force in the economy, overtaking the baby...
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Pre-Nuptials: A Good Solution?
With gray divorce (and remarriage) on the rise, prenuptial agreements (or more commonly called “prenups”) are being considered, proposed, and executed on a wider scale nowadays. Most individuals marrying later in life have...
Read MoreThe Death of the U.S. Dollar?
The recent developments in shifting tides for the U.S. dollar serving as the global currency has raised concerns, and I have been asked by several clients as to the probability and implications of the event. Before I get...
Read MoreToday’s Solo Ager
I have an aging mother, who without the care and support provided by her children, would have found it very difficult to survive on her own. As she continues to age, her needs involve more and more of our time and commitment...
Read MoreInflation and Income in Retirement
Having spent the last several years in a relatively low inflationary environment makes it difficult to adjust to the new, higher cost era that we find ourselves in today. It is like taking a warm shower and you are shampooing your hair..
Read MoreSECURE ACT 2.0 – What You Should Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. Following is a highlight of a few important provisions.
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