If Schwab Ever Failed, What Would Happen to Your Money?
There’s a question clients tend to ask quietly, usually near the end of a first or second meeting, often with
Investing
When You Want to Leave Your Kids the Income, Not a Windfall
Some worries never make it into the estate documents. One I hear more often than you might expect goes something
Retiring From Being the Landlord (Without the Tax Bill)
You bought the rental years ago, maybe decades ago. It has been a good investment. It has also been a
What the New Tax Law Means If You’re Planning to Retire in the Next Few Years
A plain-language look at the One Big Beautiful Bill Act for women approaching retirement You’ve probably seen the headlines about
How Much Do I Really Need to Retire?
An Honest Answer for Women Approaching Retirement If you are within a few years of retirement and you have started
When You’ve Done Everything Right — But Still Don’t Have a Clear Picture
A case study in pre-retirement planning for Oregon State University faculty Dr. Laura has spent her career doing what she
Where Your Money Really Goes (Hint: Not to Me)
One of the first questions people ask when they’re considering working with a financial advisor is a completely reasonable one: