Insights

Insights for life’s most important decisions

When financial discussions feel complicated rather than clarifying, it’s rarely about the numbers alone.

Behind spreadsheets and statements are different life experiences, unspoken concerns, and hopes for what money can help you achieve. Our articles offer straightforward guidance for finding common ground on the topics that matter most to couples seeking financial harmony.

From building resilient, all-weather retirement plans to creating alignment around family financial decisions, you’ll find practical insights that help you navigate complex choices with confidence. These resources complement our Financial MRI process by providing ongoing education that supports your journey toward shared financial understanding. These conversations become more meaningful when shared values guide the way. That’s where genuine confidence takes root.

Recent Posts

Beyond the Basics: Strategic 401(k) Maximization for Dual-Career Professionals

Beyond the Basics: Strategic 401(k) Maximization for Dual-Career Professionals

The bigger picture most couples miss: Just like having both traditional and Roth options gives you flexibility in retirement, coordinating your household 401(k) strategy—and considering an uncertain future in the context of a financial plan— gives you the best opportunity to optimize your complete wealth-building strategy while supporting the people and causes that matter most to you.

read more
Webinar – The Big Beautiful Bond Market

Webinar – The Big Beautiful Bond Market

We recently held a webinar focused on a variety of economic topics. Dan Goldberg, our Chief Investment Officer, hosted John Ecklund, head of Fixed Income Portfolio Strategy for J.P. Morgan Asset Management for a casual conversation regarding the latest in markets at...

read more

Get Started

Ready to move from information to clarity about your specific situation?

Our complimentary Financial MRI provides a complete picture of your finances and helps identify opportunities where both partners can feel confident. Schedule Yours Today!