Education is a top priority for many of our clients, including ones who are grandparents and see education as the ultimate gift to the younger generat...
I call it “Plan C” because it’s outside the “if not this, then that” type of planning. Plan C is for what the investment world calls a “fa...
“A long-ago client of mine had a cousin who got a large inheritance at age 21; it was gone in a few years, spent on rare tropical fish. His moth...
With tuition and fees at private colleges now approaching $100,000 a year, tax-advantaged 529 Savings Plans for education can make sense even for f...
“This is a process that slowly builds up to being able to say ‘yes, this is what we are about.” I am a big believer in periodic meet...
Financial capital and human capital. The most successful people constantly pay attention to both, says Laird Norton Tyee's Kaycee Krysty in a recent r...
Parents are the biggest “influencers” when it come to how their kids think about money and financial matters, a bevy of studies show. Even...
It’s not their teachers nor their friends. Parents are by far the single biggest influence on how kids think about money. From pre-school through hi...
Talk about “money personalities” might seem silly to some. But an earnest exploration can lead to insights on how to raise resilient and w...
