Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive…
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can…
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it…
Plan for Unforeseen Events
This past January, a friend came to me seeking advice. He had just received an inheritance and wanted to know how he should invest…
Stay On Budget to Take Control of Your Financial Future
Most people compare the idea of budgeting with pain more commonly associated with getting a root canal at the dentist. What they don’t realize…
