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Should You Give More to a Child Who Needs More?

Jul 31, 2025

“One of my kids needs a lot more financial help than the other just because of her career and life...

Turning the Page: Building Wealth After Medical School Debt

Jul 29, 2025

We just paid off our student loans. What should we focus on now? That was the question from a dual...

The Real Value of a Million Dollars: Divorce and Asset Division

Jul 24, 2025

A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account,...

When Real Estate Returns Shrink: What Investors Need to Know

Jul 24, 2025

With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or...

How to Give Unequal Gifts (Without Creating Unequal Feelings)

Jul 24, 2025

“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in...

Why Hasn’t the Fed Lowered Interest Rates Yet?

Jul 24, 2025

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one....

Set It and Rebalance: Why Timing Isn’t Everything

Jul 24, 2025

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question,...

Sentimental Value Can Be More Trouble Than It’s Worth

May 14, 2025

If you’ve watched Yellowstone, you already know the premise: a powerful family owns a sprawling ranch in Montana. The estate’s...

Golden Handcuffs: When Compensation Becomes a Trap

May 14, 2025

It’s always a tough conversation when someone walks into my office with million-dollar compensation packages and no real freedom. In...

How to Manage Your Sudden Windfall

Jan 31, 2025

Hit the Jackpot? How to Manage Your Sudden Windfall Imagine waking up to learn you’ve won the lottery or a...

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