Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
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What British Crime Dramas Can Teach You About Building Wealth
Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
Ross Levin -
The Overlooked Connection Between Financial Planning and Emotional Well-Being
Financial stress, uncertainty, and major life transitions can also influence how people think, feel, and make decisions over time.
FPA NexGen -
Geopolitical Tensions Are Creating a New Inflation Reality
Explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
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The Invisible Language of Money
What Your Face Reveals While Talking About Money.
FPA NexGen -
Timing Can Make or Break Long-Term Care Planning Decisions
It’s often delayed not because Advisors don’t care, and not because clients don’t need it, but because timing feels… uncomfortable
Don Connelly -
Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades
A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
Devin Partida -
College Planning Has Changed and Many Families Are Still Stuck in Old Assumptions
What it does mean is that parents shouldn’t automatically assume they will be paying full price.
Dennis O’Keefe -
Contractor License Bonds: Financial Responsibilities and Requirements
May seem like just another licensing requirement, these bonds have real financial implications that affect how a contracting business operates and grows.
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Emergency Funds Explained: How Much Is Enough in an Uncertain Economy?
An emergency fund is a dedicated, easily accessible cash reserve, ideally holding enough liquid cash to cover essential living expenses for several months.
Stephen Kates -
Information Overload Is the Real Risk to Client Investment Behavior
Information is essential to our survival and thriving in the world. As children, we are taught – sometimes painfully – not to touch a hot stove
Jay Mooreland -
Choosing the Right Divorce Financial Specialist Could Save Your Income—and Your Home
You need a divorce insurance specialist who understands divorce finance, mortgage underwriting, insurance, and how all three work together.
Jeff Landers -
What Parents Need To Know About Trump Accounts and Early Wealth Planning for Kids
Below are answers to some of the most common questions families are asking about Trump Accounts.
Nicole Romito
