There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of loss.
Over the past few years, I’ve noticed a growing number of conversations—both professionally and personally—around the idea of living abroad. Clients are asking about it. Friends and family are exploring it. You might be, too.
A favorite part of my job is talking with newly retired clients about the travel dreams they have been planning and saving for.
Let’s be honest—most grandparents take pride in spoiling their grandkids. From ice cream outings to toy shopping sprees, Grandma and Grandpa rarely say no when those little ones make a request.
Whether you’re expecting, adopting, recently had a baby or are simply exploring the possibility of parenthood, welcoming a baby into your family is exciting and life-changing!
It’s curious how certain times of the year are widely popular for certain life events.
Those who are newly married often are asked the question, “Will you be changing your last name?”
This simple financial map was designed to provide some perspective for managing your finances at different life stages and may help this ongoing process feel a bit more manageable and less intimidating.
Many of us actively choose our state of residence for professional and other opportunities, or perhaps choose to stay close to friends and family and build a life where we spent our formative years.
“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
