by Pam Horowitz | Jan 12, 2026 | Business, Financial Planning
By Marilyn Evans One of the conversations I have most often with clients is about how financial plans are not meant to be static. They’re living, breathing frameworks that should grow and adjust as life does. Careers shift, families change, priorities get rearranged,...
by Pam Horowitz | Dec 9, 2025 | Retirement
As a financial advisor, I talk with many professionals who worry they’re behind on retirement — and I always remind them it’s not too late to make meaningful progress. This Forbes article highlights three smart career moves that can help older workers catch up:...
by Pam Horowitz | Nov 19, 2025 | Saving money
Are you “revenge saving”? It’s the newest shift I’m seeing — people swinging from post-pandemic splurging to aggressively rebuilding their financial cushion. And honestly, I think it’s a healthy reaction. When everything feels expensive and unpredictable, saving can...
by Pam Horowitz | Oct 15, 2025 | Retirement
Retirement planning works best when both partners are dreaming in the same direction. I shared this article because it’s such an important reminder that money decisions are emotional long before they’re mathematical. You don’t need a formal strategy session or...
by Pam Horowitz | Sep 16, 2025 | Inheritance
Many people wrestle with the question of helping loved ones now versus preserving everything for later. And there’s no perfect formula — every family’s needs and values are different. What I appreciate about this article is how gently it approaches a topic that can...
