A decade ago, a surprise cousin match on a DNA site was mostly just a fun conversation starter. Now? At-home DNA kits are showing up in real-life estate disputes, poking holes in assumptions families make about “who counts,” and forcing…
Read More
The Trump Account: Understanding the New Federal Savings Accounts for Children
Planning your child’s financial well-being is a priority for many families. With the rising costs of education, housing, and starting a business, finding effective ways to save for the future is more important than ever. Recently, as part of the…
Read More
Do You Need a Prenup? When Financial Planning Meets Romance
Talking about prenups might not be the most romantic part of planning your future together, but it is one of the most financially responsible. Think of it like insurance: you hope you never need it, but if you do, you’ll…
Read More
Navigating Gulf Coast Real Estate During Hurricane Season
The Gulf Coast is a wonderful place to live: warm weather, beaches, and tons of activities to entertain. However, navigating the real estate market can be tricky – especially during hurricane season, which takes up around six months every year….
Read More
Graduated and Grown(ish): To-Do’s for You and Your High School Grad
The cap has been tossed, the diploma framed, and now your high school graduate is officially a legal adult. Whether they’re college-bound, heading into the workforce, or taking a gap year to figure things out, turning 18 is more than…
Read More
Should You Use Life Insurance As a Retirement Savings Vehicle?
First, permanent life insurance is needed when you need it. Business owners, individuals and families with special circumstances (special needs children, large estates), and high earners may generally benefit from having permanent insurance. You’ve perhaps been pitched on the benefits…
Read More
The Myth of Sacrifice: Teaching Your Kid to Save for the Future While Enjoying the Present
We’ve all heard it. The financial analogy about the Starbucks latte, how much it will cost you in the long run, and how if you just saved that $5 a day, you’ll be able to retire on that money when…
Read More






