Estate Planning

I want to share a quote with you from Desmond Tutu: “Language is very powerful. Language does not just describe reality. Language creates the reality it describes.” It got me…

Let’s talk about what’s going on in markets and the economy after the recent bank failures. Quick recap: Over the last few weeks, several banks have collapsed under the pressure…

Is it 2008 all over again? Should we be worried about the financial system collapsing?Deep breath. Let’s discuss.On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed…

Were you surprised by your tax bill? (A lot of folks were, unfortunately.)Did you know that you don’t always have to file jointly with your spouse? (And there are some…

Are You Protected?   Do you have confidence in your retirement plan? That it can weather any economic conditions? Click the link to the left as I share some thoughts…

I wanted to talk about life today. Specifically, making your dreams happen.It’s easy to get caught up in worries about inflation, interest rates, recessions, and everything else. here are so…

Simple question: How’s the economy doing?Answer: It’s complicated.After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it’s a good time to…

529 Rollovers 529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know:…

Whether your retirement has already kicked off or is still in its pregame phase, you should know the score when it comes to an exciting — and increasingly relevant —…

Why Is It So Hard? “If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the…