How Often Should You Update Your Estate Plan?
If you’re like most families, you probably created your estate plan years ago, checked it off the list, and haven’t thought much about it since. You might even have a thick binder tucked in a drawer somewhere – a will, a trust, maybe a power of attorney – and you quietly assume (and hope) that […]
How to Help Without Hurting: Supporting Adult Children Wisely
You’ve done the hard work. You’ve built a strong financial foundation and raised children who are making their own way in the world. Now, as they navigate careers, housing, and families, it’s natural to want to help – especially when you can afford to. Because you’ve spent years putting others first, it’s only natural to […]
The 4 Biggest Money Mistakes I See (And How to Fix Them)
Retirement can be one of the most rewarding phases of life, but planning for it comes with its own set of challenges. You’ve worked hard, made smart financial choices, and taken responsibility for your future. Yet, like many people nearing retirement, you might still feel that gnawing sense of uncertainty. Have you missed something important? […]
