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The Empty Nest Shift
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.
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Mindy Neira—Financial Advisor IQ, Navigating Bias: How Female Advisors Can Turn Obstacles into Opportunities
Mindy Neira was featured in Financial Advisor IQ’s powerful series on the challenges and opportunities facing female financial advisors.
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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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LGBTQ+ Family Planning: Fertility Options, Costs, and Legal Considerations
Family planning is a deeply personal, exciting decision.
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Grandparenting: Counting the Cost
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.
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In the Middle: Emotional and Financial Impacts Facing the “Sandwich Generation”
Across America, this scenario is unfolding: adults in their 40s and 50s, balancing the demands of their careers and household responsibilities, find themselves caring not only for their children—whether at home or in college—but also for their aging parents.
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Welcoming Baby: Essential Tips for Growing Families
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!
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Kiplinger: Mindy Neira—Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser.
“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”
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Arguments Over Estates Can Tear Families Apart
When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
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