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How to Prepare for Financial Conversations With Adult Children
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...
How to Stay Financially Grounded During Big Life Transitions
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...
Why “Fun Spending” Belongs in a Healthy Financial Plan
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...
Talking to Aging Parents About Finances: A Respectful Way to Begin
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,...
Women and Wealth: The Changing Role of Women in Financial Leadership
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...
When Life Changes, Your Financial Plan Should Evolve with You
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,...
3 Career Moves For Older Professionals Behind On 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:...
Many People Are ‘Revenge Saving’—Should You?
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...
Aligning your retirement vision with your spouse
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...
Give Now or Leave an Inheritance? How to Balance the Options
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...
The Rule of 240 Paychecks in Retirement
This “240 paychecks” concept is one of my favorite ways to simplify retirement income planning. It breaks things down into something tangible: instead of thinking about decades of unknowns, you’re thinking about a monthly paycheck — the same rhythm you’ve lived with...
New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63
The SECURE 2.0 Act continues reshaping the retirement landscape in ways many people haven’t fully absorbed yet. One of the biggest advantages for 2025 is the enhanced catch-up limits for individuals ages 60 to 63 — now up to $11,250 for 401(k)s, 403(b)s, and...
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