When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the...
Read More
Trump Accounts: What Parents and Grandparents Should Know
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the...
Read More
When the Headlines Keep Changing, Your Strategy Shouldn’t
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story...
Read More
What $100 Invested in 1928 Would Be Worth Today
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off...
Read More
Why Financial Independence for Women Matters More Than Ever
Featured in Fortune and San Diego Magazine: Why Financial Independence for Women Matters More Than Ever Susan Alefi...
Read More
The Estate Plan That Looks Complete on Paper
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to...
Read More
Checking Your Portfolio Isn't the Same as Reviewing It
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're...
Read More
Business Succession Planning: Built to Last vs. Built to Transfer
Many business owners spend decades building something that works. The team. The reputation. The customers who keep...
Read More
How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)
Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of...
Read More
What 2025 Taught Us About Staying the Course
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that...
Read More
Tax Planning vs. Tax Preparation: They're Not the Same Thing
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...
Read More
A More Flexible Way to Think About Retirement
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty...
Read More
