Kids and Money

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The Biggest Challenge in Retirement: When Saving Becomes the Problem

Investing, Kids and Money, Philosophy of Money, Retirement /

There’s a part of retirement planning that no spreadsheet can fix, and it’s probably the biggest challenge people face. It isn’t investment strategy or tax planning or market volatility. The real hurdle is simple. You’ve spent forty years saving. Now you’re supposed to turn around and start spending. The Challenge of Uncomfortable Emotions People picture […]

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The 7 Biggest Financial Mistakes Retirees Make (and How to Avoid Them)

Family Legacy Meeting, Investing, Retirement, Social Security /

Retirement should be the reward for a lifetime of hard work—a time to enjoy life without the stress of a paycheck. But for many retirees, financial missteps turn what should be their golden years into a period of stress and uncertainty. Consider this: A study from the Center for Retirement Research found that nearly half

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blog image of superhero women representing a stay-at-home mom overlooking a cityscape

Challenging Cultural Norms: The Financial Case for Stay-at-Home Moms

Current Events, Kids and Money, Philosophy of Money /

Being a “homemaker” or stay-at-home mom has been a hot topic in the news recently. This topic has certainly proven to be a bit of a lightning rod, and there is no one-size-fits-all for families. I simply want to provide a framework for families to consider the possibility of a stay-at-home mom. Not that long

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Why family legacy meetings are essential to your famliy and finances

Why Annual Family Legacy Meetings Are Essential to Your Family and Finances

Charitable Giving, Family Legacy Meeting, Investing, Kids and Money, Retirement /

I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one.  All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years.  I’ve witnessed firsthand the importance of proactive financial planning and

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