Is worry helping—or just making things worse? In uncertain times, confidence and clarity can be [...]
Moving to Florida for the tax benefits? Just owning property here isn’t enough to escape [...]
Grandparents often play a special role in their grandchildren’s lives, offering love, wisdom, and sometimes [...]
I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend [...]
A few years ago, New York Times columnist David Brooks wrote about two different sets [...]
Having just sent my youngest off to Elon University in North Carolina, I’ve been reflecting [...]
Albert and Victoria were interested in marrying as they had cohabitated for many years, but [...]
General Patton was once famously quoted “When everyone is thinking the same thing, then somebody’s [...]
While communication with your team of legal, tax and financial professionals is important to put [...]
Over the years clients have asked me how to provide for educational gifts within their [...]
