With some schools expected to stay closed for a while, many families are considering hiring a nanny or tutor to help care for children while parents work and to help their kids keep learning. Childcare is expensive. Average childcare costs range from $17,193 per year in the South to $24,815 in the Northeast – not too different than a year at a public college, we've se
Personal Financial Planning
With the tax-filing deadline behind us, many people are suffering tax-related sticker shock. What would it take to have a better tax-season next year? Here is a quick checklist of ideas; not all will apply, and of course there are caveats and limitations to almost every one of them. We’ll get detailed and down in the weeds when strategizing with your personal situation i
Most people have some preferences about how they would like their life’s work and accumulations distributed or cared for, but many have avoided facing the sobering task of putting their preferences on paper. Whether you are updating an existing plan or creating a new estate plan, one roadblock to moving forward can be the process of finding an estate attorney.
We are excited to announce Sharon Weaver’s paper “Scaffolding or Enabling? Implications of Extended Parental Financial Support into Adulthood” has been published by the Journal of Financial Therapy.
As I discuss estate planning with my clients, I inevitably think about my personal estate plan. My kids will inherit what will seem like a lot of money to them, considering how frugally they were raised (downside of being brought up by a financial planner!). I want them to manage it well, understand why I made the estate planning decisions I did, and I have some ideas about ways the