During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn’t just be something we share annually around a big dinner table. That’s especially true for parents who want to teach their children the difference...
We recently had a conversation with Steve and Cathy. Cathy is an entrepreneur and Steve works for a government agency. Steve’s paycheck was halted in the recent government shutdown. They had gone through their savings accounts, and we were looking at tapping into some...
Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this...
If you’re wondering when to begin planning for your child’s college education, the answer is simple: start now. Early planning isn’t just smart, it’s essential. The earlier you begin, the more financial flexibility and strategic options you’ll have...
Every year we discuss estate documents with our clients. Recently, we asked some long-time clients if their young adult grandchildren had healthcare powers of attorney. This is why: When your child turns 18, they legally become an adult—even if they’re still in...
