Finding Financial Wellness in the Midst of Divorce
National Financial Wellness Month invites us to talk about money beyond bank balances, investment accounts, and net worth. True financial wellness is bigger than numbers. It’s about how money supports the life you want to live, not just how much of it you accumulate.
The Hidden Value Inside Your Tax Return
A strong financial plan requires more than investment advice. It requires a complete understanding of a client’s financial life, including one of the most underused tools in the planning process: the annual tax return.
[Money Moves with Maggie] How to Talk About Legacy Without the Awkwardness
This month on Money Moves with Maggie, we’re talking about legacy planning and how to start the conversation with your parents without making it awkward or uncomfortable. These conversations matter, but knowing how to open the door can make all the difference.
Building Legacy Through Purposeful Giving
In conversations around family financial planning, attention often centers on investments, estate structures, and long-term assets. Yet one of the most meaningful components of generational wealth is frequently underutilized: philanthropy. When approached thoughtfully, charitable giving becomes more than generosity. It becomes a deliberate extension of a family’s wealth strategy, shaping values, educating future generations, and creating lasting impact that goes far beyond financial returns.
[Cup of Joe] Questions for 2026
January’s Cup of Joe focuses on the questions that matter most as investors look ahead to a new year. Joe walks through how portfolios are being positioned for 2026, what recent market leadership may signal going forward, and why revisiting diversification, downside planning, and retirement account allocations can be more valuable than relying on market predictions.
A Post-Divorce Playlist
Divorce isn’t the end of the story, it’s a plot twist. The credits haven’t rolled; you’re just entering a new act. Post-divorce financial planning is about moving forward and preparing for your next chapter.
Below, each chapter of your financial reset starts with a familiar pop-culture cue because sometimes the right song says what spreadsheets can’t.
Year-End Reflections
As the year draws to a close, we’ve been taking time to reflect on the moments of growth, change, and connection that shaped the year.
It was a year defined by new chapters, new places, new faces, and deepening relationships. We wanted to share a few highlights that made this year especially meaningful to us. And as always, thank you for trusting us with your financial decisions and for inviting us into your story. That trust is something we never take for granted.
[Money Moves with Maggie] When Refinancing Your Home Makes Sense
As mortgage rates begin to ease, many homeowners are wondering whether refinancing could make sense for them. Taking time to review your options now can help ensure any decision supports your long term financial plan.
[Cup of Joe] Market Forecasts and Better Questions to Ask
December’s Cup of Joe looks at why annual market forecasts are often unreliable and what investors should focus on instead. Joe breaks down historical market returns, the wide gap between predictions and reality, and how shifting the conversation toward portfolio structure, risk management, and controllable decisions leads to better long term outcomes.
Planning for a Divorce in the Year Ahead? Smart Moves to Make Before January
Are you considering a divorce next year? Many people face irreconcilable issues in their marriage that lead them to divorce. It is important to plan for the potential long-term financial and tax consequences when planning for divorce.