It’s a scenario that we see often: A family matriarch or patriarch bought a vacation property years ago. Over time, the property has significantly appreciated in value. Now, as they look ahead, the current owners want to pass that property on to their children. This is where things can get complicated. The children often find […]
Life rarely unfolds exactly as we expect it to. Careers shift, families grow, opportunities arise—and sometimes, challenges do too. A strong financial foundation and a flexible plan can make all the difference. Take Colin and Erin, a couple I’ve had the privilege of working with for the past five years. Their journey is one of […]
In honor of Warren Buffett’s retirement announcement, here are ten of his most enduring pieces of advice for long-term investors, drawn from decades of shareholder letters, interviews, and speeches. These reflect his core investing philosophy focused on discipline, patience, and value. “Investing is simple, but not easy.” The formula for successful investing is simple. Executing […]
The Challenge of Starting the Conversation Discussing aging and finances with your children can feel intimidating. Opening up about your health and financial situation often feels like exposing your private life to scrutiny. Many parents are naturally reluctant to share these sensitive details, as doing so can trigger feelings of vulnerability and loss of independence. […]
Purchasing your first home can seem like an insurmountable task these days. Having a plan in place can help ease these thoughts and put in motion a way to accomplish this milestone. Here are five essential tips to help you navigate the process and make smart financial decisions as a first-time homebuyer: Save for a […]
When it comes to planning a wedding, the excitement of choosing venues, dresses, and decorations often overshadows the nitty-gritty details of finances. However, understanding the financial aspects and creating a realistic budget is crucial to ensuring your special day doesn’t leave you with a financial hangover. In this blog post, we’ll explore the financial side […]
Investing is a tradeoff between today and the future. Money you spend today cannot be invested for retirement. And money invested for retirement is not available for use today. It’s a fine line investor must walk to ensure they live well today, while also focusing on how well their future selves will live. Present Bias […]
As remote work continues to reshape our professional landscape, companies are adapting to new challenges and opportunities. One crucial yet often overlooked aspect of this shift is the proper disposal of sensitive documents while remote. Whether employees are working from home offices, co-working spaces, or even coffee shops, maintaining robust document disposal policies is essential […]
Retirement marks a significant life transition, where the rhythm of work gives way to the pursuit of leisure and fulfillment. However, this transition requires careful planning, especially when it comes to ensuring a steady stream of income to sustain your desired lifestyle throughout your next phase of life. Understanding the various income sources available and […]