Transitioning to Retirement
Personal Planning 04/22/2026

High achievers tend to have a hard time making the jump to retirement. This may be true for a number of reasons. Some identify strongly with their work and feel concerned about their ability to move..

Money Can’t be the Means to Happiness
Financial Wellness 04/15/2026

We've all heard the saying, "Money can't buy you happiness." And yet, if you've had a big bill come due, or you'd like to take some friends out for a nice dinner, having enough money to do these..

The Persistent Cost of Doing Something
Personal Planning 04/08/2026

Have you ever known someone who is absolutely committed to getting the lowest price for gas? They're willing to drive miles out of their way to save a nickel per gallon. And they derive deep..

When it Comes to Retirement, Men and Women need to Plan Differently
Personal Planning 04/01/2026

Back in 1992, relationship counselor John Gray published Men Are from Mars, Women Are from Venus.1 The book was a huge best-seller, not because Gray had discovered some startling new fact, but..

Liquidity has a Value of its Own
Financial Wellness 03/25/2026

What's worth more, a violin with an appraised value of $10,000, or $9,000 in cash? It seems obvious. $10,000 is greater than $9,000 so clearly the violin is more valuable. However, if you need..

Gift and Estate Taxes
Personal Planning 03/18/2026

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: gift tax, which applies to transfers made during an individual’s lifetime, and estate tax, which applies to..

The Key is Discipline and Consistency
Wealth Management 03/11/2026

Remember the story of "The Tortoise and the Hare"? This fable, attributed to the ancient Greek writer Aesop, tells the story of a running contest between one of the slowest animals and one of the..

The Illusion of Control
Wealth Management 03/04/2026

You've seen this scenario in a dozen movies and TV shows. A group of con men want to extract a large sum of money from a wealthy victim. So, they set up a poker game. Early on they let their "mark"..

What to Do with Your Refund: Smart Moves for 2026
Wealth Management 02/25/2026

Getting a refund this year? While it’s tempting to splurge, using your refund strategically can set you up for long-term financial success. Here are some creative and practical ways to make the most..