A client reached out this week to discuss ways she could best help a family member financially. She was curious what the implications were if she gifted the funds versus setting up a loan. I thought it was a great topic to share more broadly, so let’s dive in. Start with your intentions Before you […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]