Any of my clients know that I am a non-fan of mountain property as an investment. I always encourage season-rentals over the constant financial drag of owning a second home. Especially in a location that is increasingly difficult and expensive…
A nuance of estate planning that I learned about recently is the complications of transferring guns of a decedent. It’s not like designating your Grammy’s parrot brooch to the most fashionable grandchild. Here to explain more is attorney Chris Hornbaker. …
It may sound like something out of Ocean’s 12, but motion detection technology is becoming a quiet safety net for older adults who want to age in place, especially those living alone. These systems use discreet sensors to learn daily…
After a strong year for international stocks in 2025, I’m getting more client questions about increasing the percentage of International in their portfolios. Many foreign stock funds saw double-digit returns, and the financial media (who are paid to get you…
These days, Dorothy, Blanche, Rose, and Sophia would have more options than ever for housing that offers community and financial savings. Senior cohousing Think of senior cohousing as the real‑life Golden Girls reboot. Everyone has a private home,…
One of the biggest hurdles I face as a planner is convincing clients whose numbers support retiring that they can take the leap. That’s because one of the biggest fears new retirees have is their investments suddenly dropping just as…
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