Teens and Money

by | Nov 15, 2024 | Uncategorized

I see a lot of people asking advice on how to help their children to transition to financial adulthood, particularly when they’re heading to college or otherwise leaving the nest. As a parent of four teenagers, this is something I’ve personally been navigating for the...

Overcoming a Common Money Stumbling Block

by | Dec 14, 2022 | Family, General

A few months ago I started to recognize a pattern that some of my clients were struggling with when I’d ask them to come up with a summary of their spending. It turns out that they’d hit an expense that could have fit into a couple of different categories, and then...

Lending Money to Family or Friends

by | Nov 15, 2022 | Family, General

I had a client come in recently who wanted to talk about lending a significant amount of money to a family member. It’s not something I see a lot, and it got me thinking about what you need to consider before lending money. Lending money to a loved one might make...

Taxes in Divorce

by | Jun 21, 2022 | Family, Uncategorized

Heading into a divorce, you’re likely so overwhelmed with the legal, emotional, and financial issues that you’re dealing with that the last thing you probably want to be thinking about is how it’s going to affect your taxes. But considering the tax effects of your...