Thinking about a Roth IRA conversion in 2025? With potential tax hikes ahead and volatile markets creating opportunities, this post breaks down when a conversion makes sense and the key pitfalls to avoid.

Feeling uncertain about investing right now? This documentary, Tune Out the Noise, explains why a research-driven, long-term strategy beats market timing, and why that’s the approach I recommend to clients.

Caring for aging parents can feel overwhelming, but with proactive planning and the right support, it doesn't have to be. This guide breaks down key legal, financial, emotional, and practical steps to help you confidently navigate this important chapter for your family.

“If your kids are going to inherit your legacy, shouldn’t they understand it first?” Warren Buffett thinks so, and I agree. Here’s how to talk to your family about your will (without causing conflict).

The S&P 500 just hit its first 10% correction in three years. It feels unsettling, but history tells us that volatility is normal and necessary for long-term growth. Markets adapt, businesses adjust, and investors who stay the course are rewarded.

Caring for an aging parent or loved one is a shared responsibility, not a solo job. Learn practical ways to coordinate family support, divide caregiving tasks, and prevent burnout while ensuring your loved one gets the best care.