The Art of Giving—And Receiving—Well
July 23, 2025
Like most important processes, family gifting strategies are best carried out in an atmosphere of clear and frequent communication.
Like most important processes, family gifting strategies are best carried out in an atmosphere of clear and frequent communication.
We all deal with interest rates in various ways: in the interest we pay to mortgage lenders or credit card companies; in the interest we collect from our fixed-income and other interest-bearing investments. The difference—both in the effect of interest rates on our financial situation and our attitude toward them—is largely determined by which side of the interest rate transaction we happen to be on.
In this article, we’ll take a look at a situation that many entrepreneurs and small business owners find themselves in: a disproportionate concentration of their wealth, represented in their business.
There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”
Before financial planning evolved into a thoughtful, evidence-based discipline, investing often felt like a guessing game. It was driven by instincts, stock tips, and market chatter.
Volatility is actually a sign that markets are doing what they do best: pricing in the expected impact of currently known factors.
Even as far back as the pre-COVID-19 days, more than half of retired persons said they left the workforce earlier than planned, due either to unanticipated job loss or medical reasons.
No matter at which stage of life it occurs, divorce is one of the most difficult circumstances to negotiate. But especially for those who are nearing or in retirement, divorce can present some particularly difficult challenges, both emotional and financial.
What many may not realize is that beneficiary designations supersede the terms of wills and trusts, which means that such misalignment can do serious damage to even the most carefully crafted estate plan.
Many seniors have a strong desire to remain in familiar surroundings, making aging in place a popular option in many cases, as we’ve discussed previously.
When we seek advice or service for a matter that is very important to us, what’s the number-one thing we need from the person providing the advice or service? Some might say “knowledge” or “expertise,” but in most circumstances, what we most want is trust.
But how much do most really understand about the basics of estate planning and inheritance law? In this article, we’ll provide a brief summary of some of the more common estate plans and offer an overview of the responsibilities of an executor.
Stay informed with the latest financial insights from our experts.
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