June 16, 2025
A financial power of attorney is like a spare tire—easy to forget about until it saves the day. But not all POAs work the way you expect when the time comes. This post walks you through what a financial POA can (and […]
May 15, 2025
Aging isn’t a crisis—it’s a transition we can prepare for. With the right conversations and financial clarity, growing older can be empowering. Here’s how my mom—and my clients—taught me that. “Stop hating on aging.” That’s what a colleague suggested for the title […]
April 15, 2025
From drawdowns to rebounds, this Q2 market update video helps you understand today’s volatility and how financial planning prepares you for the storm.
March 18, 2025
Dr. Joe Coughlin, Director of the MIT AgeLab, said “Now that we have achieved what humankind has tried to achieve since it has walked—living longer—we really don’t have a good idea of what to do with all that additional time.” MIT Agelab […]
February 24, 2025
The SECURE Act 2.0 implements changes that affect many different areas of financial planning. Do you know if any of them impact you? Here are some of the important changes and how they might change your financial strategies for spending, saving and […]
January 27, 2025
The market has its ups and downs, but staying focused on the big picture is key for long-term success. This quarter’s video provides perspective on the start of 2025 to help you stick with a steady, thoughtful approach to make the most […]
December 16, 2024
When I see a young parent struggling with an independence-minded toddler or pressed by the weight of sleepless nights with a newborn, part of me thinks, “I know it feels hard now . . . but just wait.” There are so many […]
November 17, 2024
I’m having fun going to Microsoft Copilot for an AI-assist when I’m feeling curious. Recently I looked up the average rainfall in a country I’m considering traveling to and checked if a charitable organization was a registered non-profit. But the AI-assist breaks […]
October 27, 2024
I discuss four important insights for investors as we head into the final quarter of the year in this quarter’s economic and market update video.