Money Management for Couples: Do I Share Details of My Estate Plan?
The topic of money is usually a loaded one for couple clients I work with. Sometimes, money issues just cause minor disagreements, while other times, they can build up into huge communication barriers and even lead to divorce. When I work with my couple clients, I...
Money Management for Couples: How to Discuss Money without Fighting
Almost everyone knows that money and finance issues is one of the most common causes of divorce in our country. Because finances are such a minefield for many couples, they often avoid talking about it and just hope that everything will work out. As the divorce...
How Investors Can Align Their Values with Their Financial Planning
How much do your values play into your life? While there are some people who live out their values every day, there are just as many who don’t even know what their values are, let alone how they affect their decisions. One of the things I often find with my clients is...
How Investors Can Determine Their Risk Tolerance
How much risk are you comfortable with when it comes to your investments? If this is a question you’ve never contemplated before (or if you have never come to a satisfying conclusion), now is the time to identify what we in the industry call ‘risk tolerance’. If you...