How Family and Friends Can Derail Your Investments
So, you’ve been working with a financial professional and you’re on your way to achieving your investment goals with a tailored plan. But wait!...
The Secret Recipe for Happiness? Relationships
“Everyone wants to lead a peaceful, happy life, but happiness and success aren’t measured by how much money you have, but by whether you have inner peace in...
Failure to Launch: What’s a Parent to Do?
Popular TV shows like Schitt’s Creek and Arrested Development feature children who cannot function without the financial support of their affluent families. Caricatures of...
How I Taught My Daughter About Money
How we teach our children and young adults about finance and investing will vary dramatically among parents based on our different approaches to parenting,...
Home Alone: What Every Widow Needs to Know
“Anybody can become a widow. There aren't any special qualifications. It happens in less time than it takes to draw a breath. It doesn't...
Money, Stress and Your Sex Life
Sigmund Freud famously asked, “What do women want?” According to some recent studies, women prefer to talk about death rather than money and to...
Perfect Match? How to Choose Investments
You’re smart, so of course you read “To Fall in Love with Anyone, Do This”. Perhaps you even did the “36 Questions on the...
Is Marriage the Key to Financial Success?
On paper, marriage looks like it fosters financial well-being —one set of shared expenses, often two incomes — this should be the ticket to success,...
Around Again: Finances in a Second Marriage
“Marriage is the triumph of imagination over intelligence.
Second marriage is the triumph of hope over experience.”
- Oscar Wilde
While witty and a bit cynical Wilde’s...