Blog
☕Closing the Book on 2025
I'm writing this on the day after Christmas, sitting on the patio of a coffee shop in shorts and a T-shirt because it’s 75 degrees outside. That feels like a fitting way to cap off a year that has been… weird.It Was a Weird Year for...
Read MoreWhy You Need an Estate Plan — Even If You're Not a Millionaire
Cost. Care. Control. When the estate tax exemption was raised (currently $13.99 million per person in 2025), a quiet myth took root:“If I don’t have millions, I don’t need an estate plan.”It’s an understandable assumption, but a...
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Practical Tips for Preventing Fraud
From Victor Lustig selling the Eiffel Tower (twice), to the collapse of Enron, to Sam Bankman-Fried’s fraudulent crypto empire—scams have always been part of the human story. [Image: Collage of Lustig, Enron, and SBF] But lately, it...
Read MoreHave You Checked for Unclaimed Property?
I had a Zoom meeting with a recently widowed friend and client. She was heading to a "celebration of life" for her late husband after our conversation. While she is resilient and will be okay long-term, she shared concerns about...
Read MoreHealth Insurance for Early Retirees
If you’re 1–10 years from retirement, now is the time to start planning. Health insurance costs don’t have to be the reason you delay retirement. Thoughtful planning can keep your premiums low and your nest egg intact.
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Making the Most of your Giving
When onboarding a new client, I always ask them about some of their first memories of money. It’s a quick way to learn about their background, values, and the context behind their current financial circumstances. And let me tell...
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