The Value of Professional Advice

Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life’s heard-earned savings. Whatever you call it [financial advisor, wealth planner, money manager, broker], we believe that person should be a financial coach focused on...

Do More: A Case Study in Babysitting and Wealth Management

What does babysitting my money and my children have in common? When the kids were little and I hired someone to babysit our three girls, I expected them to do a few very basic things: Keep the kids safe, have fun, feed them, and have them in bed before I came home....

Traveling During COVID-19

While our firm plans the wealth planning routes of our clients, during this time, we want to enable you with a few tips for physically moving about the country during this reopening stage. Traveling by car or airplane has new things to keep in mind, as different...

ESG Basics for Nonprofit Board Members

Your nonprofit stands for certain core values and does not put a flag up in others. It’s one of the critical reasons why so many donors contribute to your mission. It is strongly recommended that your board of directors come to a decision on critical questions...

The Big Pause

When listening to music, our brains can get wrapped up in key changes, lyrics, and tight harmony. Frequently we need to press pause (or mute) when trying to listen to a spouse or kids say something that requires our full attention. Who knew that a tiny little virus...