Remarriage often represents a fresh start — a second chance at love, partnership, and building a future together. But unlike first marriages, remarriages usually come with financial history attached. Assets, debts, spending habits, children, support obligations, retirement accounts, and even emotional baggage around money can all become part of the relationship. The reality is that…
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Stress has a sneaky way of multiplying itself. You worry about work, money, family, or the future… then you start stressing about how stressed you are. It’s exhausting. Since it’s Mother’s Day season, maybe it’s worth asking: what would your mom say about all this? “Slow down.” “Take it down a notch.” “You don’t NEED…
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You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. Yes. I am aware that probably hit you square between the eyes. In fact, I hope it did. Too many of us make all the excuses in the world to not work on…
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It’s a simple question—but for most people, it’s surprisingly hard to answer with confidence. The reality is this: assets are not automatically protected. Without intentional planning, what you’ve worked so hard to build could be exposed to unnecessary risk. The good news? Many of the most common gaps are fixable—once you know where to look.…
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A while back, Money Magazine asked several successful people a simple question: What’s the smartest financial advice you’ve ever received? One response stood out. Richard Branson, billionaire founder of the Virgin Group, admitted that early in his career he simply didn’t know much about finance—and the best thing he learned was to stay humble about…
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A fellow advisor once shared a story that has always stuck with me. He tried to help his grandmother with her financial and life planning, but she refused. “She insisted that John—her advisor and friend for decades—was doing just fine,” he said. “Besides, she couldn’t imagine taking business away from someone she trusted for so…
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I love starting my day with a little time in the Word, and recently I was listening to a sermon that hit me right between the eyes. The pastor asked a simple but powerful question: Where are you getting your advice? It made me pause. Every day, we let different voices shape our thoughts and…
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Eeek… Just hearing the words “family meeting” can make you cringe, right? Most of us don’t have great memories of them. They’re usually called in response to conflict—especially when kids are involved—or to address topics no one really wants to talk about. And once the kids move out, these meetings seem to disappear altogether. But…
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You may want to think again! It’s common for a parent, or parents, to start gifting assets to their children as they get older. The problem is that they don’t seek advice and if they do, it’s typically from the wrong people. Unfortunately, the result can be very costly to the family. It could rock…
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If you are paralyzed (in this regard), there is good news. You are not alone! 68% of Americans do not have a valid Will. 63% of those making more than $80,000 per year say that “procrastination” is the reason they have not done any estate planning. Yet 52% of Americans over 55 say it would…
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