Empty nest financial planning

There is a very specific kind of quiet that descends on a house when the children finally leave. It affects our hearts, but it also affects our financial planning. If you’re in this situation, or know someone who is, here’s a little of the new reality… For a couple of decades, the home has been...

Talking to your family about money

As the playwright George Bernard Shaw famously observed, “The single biggest problem in communication is the illusion that it has taken place.” Nowhere is this more evident than in our family conversations about our financial lives. We often assume that because we share a home, a surname, and a bank account with our loved ones,...

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