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...
by Pam Horowitz | Apr 13, 2026 | Financial Planning
By Marilyn Evans One of the conversations I have most often with clients—especially those who have spent years building their financial security—is about the role of “fun” in a well-designed financial plan. It always makes people smile a bit, because it’s not a topic...
by Pam Horowitz | Mar 12, 2026 | Aging
By Marilyn Evans One of the most meaningful—and often emotional—topics that eventually comes up in my conversations with clients is how to talk with aging parents about their finances. Even in close families, this subject can feel delicate. It touches on independence,...
