context and perception blog
Understanding Context and Perception
Wealth Management05/13/2026

Have you ever experienced the following illusion? You're driving along a road with tall trees on either side. Up ahead, framed by the gap in the trees, you see a mountain. It looks huge and close,...

digital estate grid
Create a Digital Estate Plan
Personal Planning05/06/2026

Imagine a family member has an unexpected medical event, and unfortunately that family member can no longer communicate. This happened to me when my father had a traumatic fall and lay unconscious...

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How to Reduce Conflict When Talking about Money with Your Partner
Financial Wellness04/29/2026

It's no secret that the topic of money can cause serious disagreements among partners and spouses. One widely cited survey found that finances are a major source of conflict for nearly a third of all...

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Transitioning to Retirement
Personal Planning04/22/2026

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...

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Money Can’t be the Means to Happiness
Financial Wellness04/15/2026

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...

persistent cost grid
The Persistent Cost of Doing Something
Personal Planning04/08/2026

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...

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When it Comes to Retirement, Men and Women need to Plan Differently
Personal Planning04/01/2026

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 grid
Liquidity has a Value of its Own
Financial Wellness03/25/2026

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...

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Gift and Estate Taxes
Personal Planning03/18/2026

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...