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IPO Reality vs. the Headline Narrative
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it's everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the...
Read MoreWhen Your Parents Need You to Be the Adult
There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question about an account they have had for years. A conversation where they...
Read MoreBefore They Board the Plane: A Financial Guide for Study Abroad Families
Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year, 298,180 U.S. students studied abroad for academic...
Read MoreDoes the New Tax Law Impact Your Estate Strategy?
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules...
Read MoreTrump Accounts Are Now Open - What You Need to Know
A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part...
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The Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreWHAT HAPPENS WHEN THERE ARE NO BENEFICIARIES
WHAT HAPPENS WHEN THERE ARE NO BENEFICIARIESWhere do those accounts and policies end up?Provided by Kenneth HagelSome accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an...
Read MoreSHOULD WE RECONSIDER WHAT “RETIREMENT” MEANS?
Should We Reconsider What “Retirement” Means?The notion that we separate from work in our sixties may have to go.Provided by Kenneth HagelAn executive transitions into a consulting role at age 62 and stops working...
Read MoreHOW MARKET CYCLES CAN IMPACT RETIREMENTS
Sequence of returns can play a role in your overall portfolio.Provided by Kenneth HagelA thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few:...
Read MoreCREATING A RETIREMENT STRATEGY
Most people just invest for the future. You have a chance to do more.Provided by Kenneth HagelAcross the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may...
Read MoreCOUPLES RETIRING ON THE SAME PAGE
Agreeing about what you want from retirement is crucial.Provided by Kenneth HagelWhat does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar?The...
Read MoreWHY DON’T ALL AFFLUENT PEOPLE BECOME WEALTHY?
Perception, hesitation, & poor decisions are factors.Provided by Kenneth HagelWhy do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some...
Read MoreRETIREMENT PREPARATION MISTAKES
Why are they made again and again?Provided by Kenneth HagelMuch is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial...
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