by Pam Horowitz | Sep 14, 2026 | Retirement
By Marilyn Evans One of the most interesting patterns I see when working with financially successful clients is that even those who have saved diligently, built meaningful careers, and created strong financial footing still carry assumptions about retirement that...
by Pam Horowitz | Aug 13, 2026 | Financial Planning
By Marilyn Evans One of the most common themes I hear from clients is the desire to feel both secure and flexible in their financial lives. They want a strong foundation—savings, protection, long-term planning—but they also want space to adapt, explore opportunities,...
by Pam Horowitz | Jul 14, 2026 | Financial Planning
By Marilyn Evans One of the things I often tell couples—whether they’re newly married, blending families, or decades into a strong partnership—is that regular financial check-ins are one of the simplest ways to stay connected, organized, and aligned. And...
by Pam Horowitz | May 12, 2026 | Estate Planning, Financial Planning
By Marilyn Evans One of the big transitions I see in families is the shift from raising children… to partnering with them as adults. And one of the most meaningful steps in that shift is beginning open, grounded financial conversations. Clients tell me all the time...
by Pam Horowitz | May 11, 2026 | Financial Planning
By Marilyn Evans One of the themes that comes up often in client conversations is how disruptive even positive life transitions can feel. A new job, retirement, marriage, divorce, selling a home, launching a business, or becoming an empty nester—these changes can...
