Keeping Up with the Joneses: How Social Comparison Drives Your Spending
Not to be one of those people who proclaims the musings of their child as sage wisdom, but here I go. Every time I split a cookie for my kids, my daughter’s ...
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Financial Ghosts: 7 Forgotten Accounts and Documents That Could Haunt Your Family
Financial ghosts are the accounts and documents that quietly drift out of sight over the years. The seven most common are old 401(k)s from former jobs, ...
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Don’t Itemize? Your 2026 Charitable Gifts May Now Be Deductible
Many taxpayers who claim the standard deduction have long assumed they receive no tax benefit from charitable giving. Beginning with 2026 tax returns, that ...
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Financial Planning After Divorce: A Guide for Women Rebuilding Their Finances
After a divorce is final, financial planning works best in stages:
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When Was the Last Time You Read Your Life Insurance Policy?
When we get to life insurance in a planning meeting, most families tell me they’re covered. They’re usually right that they own something. What’s harder to ...
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What Is Dollar Cost Ravaging? The Risk Most Retirees Never See Coming
Building wealth and spending wealth are two different skills. The same market decline that helped you accumulate assets can become a risk once withdrawals ...
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Executive Tax Planning in 2026: 8 Moves to Understand Before Year-End
If your employer withheld 22% from a bonus, that wasn’t necessarily your tax rate.
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Why Hold Bonds When They’re Down? Fixed Income in Retirement
Fixed income has been one of the lowest performing asset classes of the past year, and it is negative year-to-date. So why hold bonds when they’re down? ...
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If I Had a Million Dollars in 1988, What Is It Worth Now?
I heard “If I Had $1,000,000” by the Barenaked Ladies over the weekend, and — because this is apparently what happens to your brain after some time in the ...
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Top 10 Signs It’s Time to Fire Your Financial Advisor
Loyalty is a virtue. Misplaced loyalty is expensive.
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The Trust Paradox: Why a Generation Chose TikTok Over Fiduciaries
Picture a happy, successful-looking person sitting at a nice desk, surrounded by thriving houseplants (for whatever reason, so many seem to have houseplants), ...
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How Today's Marginal Rate Shapes Tomorrow's Inheritance
There’s a version of your tax situation that only your children will ever see.
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