As financial advisors, we spend our careers helping clients prepare for the unexpected. We work with families as they navigate market volatility, retirement transitions, disability, estate planning, business succession, tax changes, and other uncertainties life can...
Deciding to file for divorce brings a flood of logistics right when you have the least bandwidth for them. A divorce preparation checklist may not make the decision itself easier, but it can help make the process feel more manageable. Having your documents organized,...
Deciding whether to pursue a divorce can be a significant and emotionally complex decision. It can affect your wellbeing, your children, your finances, and your future. If you have been asking yourself "should I get a divorce," it is worth pausing to gather...
How do you feel when you think about your money right now, in the middle of everything else divorce is already asking of you? Divorce can be one of the most emotionally charged experiences a woman can face, but beneath the emotion there may also be a complex financial...
One of the best lessons I learned as a young financial advisor came from someone I had never met before and have never spoken to again. I was sitting with a client who had recently retired, and we were preparing to move his company retirement plan into a Rollover IRA....
If you had walked into a local restaurant around four or five o'clock on the right day a few years ago, there's a good chance you would have found Jeff Pelaccio and I sitting at the bar with a couple of beers. Looking back, that's exactly where our friendship and...
There are two things I learned quickly about being an intern. First, we will happily eat whatever snacks the company provides. Second, we will nod confidently in meetings, then spend the walk back to our desks figuring out what everyone just said. My name is Tano, and...
Almost a decade ago, our firm's founder experienced a serious health event that required him to step away from the business for several months. Thankfully, he made a full recovery. But the experience forever changed the way we think about serving clients. While he...
There was a time when the idea of spending an entire day every quarter in strategic planning sounded almost impossible. Like many business owners, I naturally gravitate toward the outward-facing parts of our business. I enjoy meeting with clients, networking in the...
What do you want people to remember about how you lived, not just what you left behind? That question sits at the heart of purposeful legacy planning. It's easy to think of this work as paperwork: a will, a trust, a beneficiary form. Those pieces matter. But legacy...
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