Planning for Retirement: If Not Now, When?

Most Americans envision the retirement phase of life in their early 60s and 70s. Many assume their health and employment will hold out until their 70s. In life, we continually make assumptions and wagers. We make bets on our jobs, health, finances, children, lifespan and more. Is your job secure? Will you remain healthy? Will […]

Planning for Life’s Transitions

Plan While You Can, Don’t React After the Fact You’ve devoted your life to building your business and caring for your family. You’re the leader of both. As you enter your late 50’s and 60’s, it’s time to think about a graceful transition to the next phase of your life. Time is our most precious […]

Is Trade School a Viable Option for Your Child’s Long-Term Financial Success?

Abandoning or delaying a 4-year degree goes against the grain for most affluent families in the U.S. It opposes a core belief they’ve developed, possibly over the past several decades. It’s the idea that vocational education is for students who are underachievers or possess lower intelligence. This belief has been proven false. Honors students are electing to attend […]

How the Annual Checkup Can Help You Help Your Kids

Similar to our recommendation for couples to use their wedding anniversaries to examine marital relationships on an annual basis, families can significantly benefit from the annual conversation or check up. It offers an opportunity to ask critical questions such as: What is working for our family? What is not working? What does each of our family members really care […]

Dollars and Sense: Teaching Financial Literacy

I recently had the privilege to work with a writer, Jes Lyons, from Main Line Parent Magazine to contribute to her article focused on financial literacy for children. We don’t want our children worrying about money — we want them enjoying their childhoods. But financial literacy should be part of their education. Even if you’re […]