Back to School looks very different this year, and for some this is a wild understatement. As my husband and I were recently driving home after bringing our daughter to college, we couldn’t help but chat about the changing landscape in education, and we are thankful...
In our conversations with prospective clients, young professionals, and referring advisors, we often hear the statement “I want to make my money work for me”. What does this mean? Perhaps different things to different investors, however in its simplest form it can be...
After months of basically quarantining as a family with little ones and elderly parents, you can generally add FH to anything for us- work from home, school from home, workout from home, therapy from home, you name it. And we know that we are not alone with so many...
Given the challenges faced by so many in the current environment, we thought we would repost an article recapping one of our favorite in-house events featuring Dr. Tara Cousineau speaking about her book “The Kindness Cure”. If you did not have a chance to read when it...
Navigating Social Security benefits can be challenging. Numerous filing options, frequent regulation changes, and an abundance of fine print are just a few of the obstacles facing filers. Aside from these, there are also several myths and misconceptions facing...
In dealing with families on a holistic planing level, we often provide guidance on wealth transfer. Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
