The Intersection of Financial Planning and Family Dynamics: Navigating Tough Conversations
Financial planning is about more than numbers, budgets, and investments—it’s about people. Family dynamics play a significant role in shaping our financial decisions, priorities, and goals. However, discussing finances within a family can be one of the most challenging conversations to have. From differing opinions to deeply personal values, money has the power to bring […]
How to Plan for Rising Healthcare Costs in Retirement: A Practical Guide
Planning for retirement is often filled with dreams of travel, relaxation, and spending time with loved ones. However, one aspect of retirement that tends to catch many off guard is the rising cost of healthcare. As a financial planner with over 43 years of experience, I’ve seen how healthcare expenses can become one of the […]