When Carol and Jim passed away, their three grown kids—Mark, Lisa, and Sarah—did what many families do in grief: they gathered to …
(Talking to Your Aging Parents About Their Finances—Before It’s a Crisis) Anna’s dad was part of what’s often called The Silent Generation. …
On the surface, this conversation doesn’t sound like it has anything to do with money. But in real life, it almost always …
Are You Actually Retiring Toward the Same Life? Most couples don’t fight about retirement. They assume they’re aligned. They assume they want …
(“You’re NOT an Imposter” Part Two) So many people reached out to me after I published the first “You Are Not an …
Hint: You Don’t Need to Overpay for Advice to Get Exceptional Service Over the years, I’ve met a lot of smart, successful …
Because building wealth is one thing. Knowing what to do with it? That’s where the real work—and reward—begins. There’s a moment that …
When she was eight years old, “Susan” lived in the backseat of a Chevy with her parents and two brothers. Today, she …
You can’t drive your financial future by staring at the past. Picture this: You’re at a dinner party. Someone’s bragging about how …
By Richelle Hofer, CEO & Financial Advisor at Impact Wealth Management This post is deeply personal. It’s a reflection I wrote the …