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Dual Citizenship and Residency Abroad: What to Know Before You Go
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.
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Looking Ahead to the 2026 Healthcare Landscape
What the OBBBA could mean for your healthcare and retirement planning.
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Unique Planning Factors in the LGBTQ Community
While there has been meaningful progress in LGBTQ+ rights, recent shifts in the social and political climate have introduced new challenges to sustaining that progress. This creates unique factors that must be considered when financial planning such as: decisions around marriage, protecting assets for loved ones, preparing for long-term care costs, and more.
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From Dream to Departure: Don’t Delay Travel in Retirement
A favorite part of my job is talking with newly retired clients about the travel dreams they have been planning and saving for.
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Your Ticket to Travel: Maximizing Credit Card Points for the Savvy Spender
“Sign up today and enjoy 50,000 bonus points on us!” “Earn 1% cash back on your everyday purchases and 5% back on dining!” “What’s in your wallet?” If you’ve turned on your television or received junk mail in the past ten years, you’ve likely heard or seen at least one of these catchphrases amid the...
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Planning to Travel? Consider Travel Insurance
The destination has been determined and the plans have been made. Passports are in hand, the hotel is booked, the flights purchased, and the bags are out and are ready to be packed. You have carefully thought about and planned for every detail of this trip, and you are ready to go.
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How Cost of Living Adjustment Can Affect Social Security Benefits
During 2025, an estimated 69 million Americans will receive about $1.6 trillion in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,975.[1]
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Summer Party Time: Are You Protected?
Welcome to summer, when warmer weather ushers in all kinds of fun events — pool parties, barbeques, boating, and of course the more formal gatherings like birthday parties and weddings. After a period of pandemic precautions, we are all eager to enjoy the company of friends and family without restrictions. But before you party like...
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LGBTQ+ Family Planning: Fertility Options, Costs, and Legal Considerations
Family planning is a deeply personal, exciting decision.
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