Resource Library
A collection of short reads, videos, and conversations to think differently about wealth.
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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.
What 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…
Half of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Graduation season is one of the most emotionally charged times of the year for families.
Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
The U.S.
When Should I Start Taking Social Security: 5 Factors to Consider
That question matters, but it can also be limiting.
Teaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high?
Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
* How can parents or grandparents help with a down payment for adult children?
Three Numbers Every Woman Should Know
* How much wealth are women on track to control in the next decade, and why does that matter?
Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
* Treat tax strategy as a continuous process, not a once-a-year filing exercise.
Understanding the Emotions Behind Financial Decisions
* Emotions and biases might influence financial choices more often than most people realize.
AI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities.
2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into…
Goal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
Set goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.
Year-End Giving Strategies: Tax-Smart and Impactful
* A third of annual donations: About one-third of all charitable contributions are made in December.
The True Costs of Caring for Aging Parents
* Caring for aging parents is a growing reality for many Americans.
Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
* Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family.
Should You Pay Off Your Mortgage Early?
Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my…
A 2025 Guide to Protecting Seniors from Fraud
If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone.
