family

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

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

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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Finacial elder abuse and how to help. Blog image of hands.

Financial Elder Abuse: 5 Easy Ways to Protect Your Loved Ones (or Yourself)

You are back home celebrating the 4th of July holiday with your elderly mother. She has always bought fireworks for the grandkids, but this year she is hesitant. When pressed, she acknowledges that money is just a little bit tighter this year. As far as you know, nothing has changed in her financial situation, so

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