Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Hollywood Hank
Henry Wolfe Napolitano joined us on July 25 at 7:52 AM. Ellie, Jack, Grayson, Jenna and I all adore him. It has been a pretty big adjustment, but we are all doing well. I should start by saying that we call him Henry, and Jenna will be disappointed by the title of this article, but…
Opening Financial Conversations with Aging Parents
When it comes to discussing finances with aging parents, it’s often a child, niece, or nephew who broaches the topic. This person is usually comparatively successful, organized, or deeply concerned. More often than not, they also witnessed estate planning or long-term care play out poorly in someone else’s life. Now, their parents are starting to…
The Neighbor I Hardly Knew
In this day and age of families sprawling around the country as children complete their education and begin their careers, it becomes increasingly more significant to know your neighbors. But in this case, I’m talking a bit more globally. For those who have travelled afar, you probably got the feeling from your international hosts that…
Using Roth IRAs to Teach Financial Literacy
It’s no secret that Roth IRAs are one of the best, if not the best, financial vehicles for young savers to start saving in. The earlier you begin, the more time you have for tax-free compounding. That’s only magnified when our kids or grandkids can begin saving as early as their teenage years. We have…
Adjusting to Life Post-Income
You might be surprised how often wealthy families experience anxiety when they exit their businesses or careers. It centers around a shift away from income to living off of assets. We have clients who have been earning an income since they were 14 working a paper route. Looking forward to the next paycheck is all…
Summer Rewind
As we rolled through the unofficial last days of summer, we looked around each morning and saw the yellow school buses pick up the neighborhood kids with brand new backpacks and clean sneakers. I can remember being anxious about heading back to school. What class would I be in, what was my teacher like, ……