Lifestyle

Divorce Insights – 8 Key Financial Considerations for the Breadwinner Wife

By |2024-11-04T17:07:00-08:00November 4th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Money issues are among the top three causes for divorce, with 22% citing it as the main reason. But finances could also be keeping couples together.  For one, the process is expensive—the average divorce costs $15,000 per person. For complicated splits involving custody disputes, expenses can easily tick up to $100,000. On top of [Read More]

6 top financial mistakes for women to avoid in a divorce (especially if you have significant assets)

By |2024-10-02T14:08:25-07:00September 29th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Ending a marriage is not cheap. Even the most amicable divorce can sap your finances if you’re not careful—especially if you happen to be female. In divorces among people over 50, women experienced a 45% decline in their standard of living (measured by an income-to-needs ratio), whereas men’s dropped by just 21%. For accomplished [Read More]

How cohousing can reshape your social sphere in retirement

By |2024-09-10T14:20:17-07:00September 5th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Connection through cohousing Imagine if, rather than barely knowing your neighbors, you run into them every day as you cross the courtyard. You share tools, trade garden vegetables, maybe attend the same workout class. This is the idea behind cohousing.  While the traditional home search focuses on finding the right space and hoping for [Read More]

How intergenerational living reduces loneliness and enhances well-being in retirement

By |2024-08-07T08:55:01-07:00August 7th, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Intergenerational living is on the rise, and some say it could be the key to aging gracefully. According to census data, the number of people living with multiple generations quadrupled between 1971 and 2021, to 59.7 million. For many of them, the intergenerational arrangement saves money and improves their quality of life. Some experts [Read More]

Mastering longevity: Financial planning strategies for your health and your wealth

By |2024-04-25T16:08:26-07:00February 2nd, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]

Solo success: how to thrive financially as an independent woman

By |2024-04-13T18:04:11-07:00December 4th, 2023|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]

Take charge of your midlife money – 7 financial planning areas to evaluate

By |2024-03-26T15:45:46-07:00September 29th, 2023|Blog, Lifestyle, Personal Wealth|

Gray hair. Fine lines. A stubborn case of tendonitis. Besides the physical signs, there are other tells of middle age. For one, it might feel like someone has gone and pushed the fast forward button. Midlife (ranging broadly from your mid-40s through your early 60s) is an emotional, philosophical, and financial whirlwind of tasks [Read More]

Q4 2022 Quarterly Context Video

By |2023-01-26T20:28:59-08:00January 25th, 2023|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). [Read More]

10 Financial plan questions that could change your life and financial independence

By |2023-11-14T16:16:19-08:00January 3rd, 2023|Blog, Business Owners, Financial planning tips and perspectives, General thoughts, Lifestyle, Personal Wealth|

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself and your financial advisors, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and [Read More]

Q3 2022 Quarterly Context Video

By |2022-10-20T16:32:55-07:00October 20th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]

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