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,...
by Pam Horowitz | Feb 18, 2026 | Business, Financial Planning
Over the past several years, I’ve noticed a meaningful shift in how women engage with and lead financial decision-making—in their households, their careers, and their long-term planning. More women are taking an active seat at the table: managing investments, asking...
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:...
