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One aspect of estate planning that can be overlooked is that of choosing a guardian or conservator for your child (or children). It is difficult to focus on what would happen if you couldn’t manage the care of your dependents. There are many legal and emotional components to consider. Don’t let the care of your […]

We’ve all heard the common thinking around food and sleep: Stay away from caffeine after a certain hour. Drinking cocktails late at night can lead to disturbances. Eating too close to bedtime will result in tossing and turning all night. What’s the true relationship between food and sleep? Are there certain foods that can improve […]

How do we teach money management habits to the youth of today? It’s easier than you think! Nowadays, it seems as though most kids have smartphones attached to their limbs. So, parents need to adapt how they think about teaching money-management habits to this tech savvy generation. Technology tools, specifically websites and smartphone apps, are […]

Another crop of high school graduates has been harvested. Many will head to college, trade school, a first job, or the military, while some may elect to take a gap year in the hopes of finding clarity. Regardless, all will move towards independent adulthood. Consider giving your graduate the gift of financial wisdom; it will […]

We are almost halfway into 2019; how has it been? Have you accomplished some of your goals? Have you forgotten what they were? Maybe you’ve decided to change them to better align with your newfound perspective. If events during the past five months have altered your mindset, it might be the perfect time to recalibrate […]

Suggested reading by Myra Salzer A friend and mentor sent me a link to an article from The Cut’s Living With Money section by Sarah McVeigh titled, What It’s like to Grow up with More Money Than You’ll Ever Spend. It’s an honest exposé of Abigail Disney’s (grandniece of Walt and granddaughter of Roy) life. […]