Wedding season is in full swing. And I’m super excited to see two of my good friends tie the knot this Saturday. They inspired a post last year on practical…
Here we go again. Britain’s vote to leave the European Union (known as Brexit) has caused quite the financial panic in markets worldwide. U.S. Stocks lost $1.4 trillion of market…
In the wake of the Orlando shooting, there has been an outpouring of support both in terms of money and time. These actions show us the good that still exists…
When I started thinking about my blog and my business, I knew I wanted to serve the GLBTQ community, specifically gay and lesbian couples. Marriage equality was creating exciting, financial…
Happy June everyone! June is LGBT Pride Month. It’s a month filled with nationwide celebrations of, as President Obama put it, “the tireless dedication of advocates and allies who strive to…
It’s that time of year. Short-sleeve shirts become everyday wear. Restaurants put out their patio furniture and open up their windows. And you see crowds of people out enjoying the…
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are…
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about…
My firm is going through a bit of transition at the moment. As one of the many changes that are coming, all employees just received notice that the company will…
Wedding season is approaching, and I can’t wait for several unions to take place in the next few months. As those of you getting married start to solidify your guest…
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes…
I recently read an article by Bruce Horovitz in the Washington Post about picking a financial advisor that really caught my interest. I agreed with a lot of it, especially…