Is Your Financial Advisor Still Right for Retirement?
You have been with the same firm for decades, and they earned your loyalty. But as your financial life shifts from accumulation to preservation, and the complexity of building gives way to protecting what you have built, the question is whether they still fit who you have become.
The Anxious Upper Middle Class: Why My Most Successful Clients Are More Worried Than Ever
Why are financially successful clients more anxious than ever? Jon looks at the guilt, fear, and precariousness felt by those winning in today's K economy.
The $400K Mistake: What Gray Divorce Really Costs
Divorcing after 50 can mean emotional relief - but also financial ruin if you’re not careful. This straight-talking guide breaks down why gray divorce is rising and how to avoid turning freedom into a $150K mistake.
The Generational Wealth Transfer Myth
The "third generation curse" claiming 70% of wealth disappears is a myth based on a flawed 1987 study with no real evidence behind it. The real threat isn't financial incompetence but psychological differences: wealth creators' brains are wired by scarcity, while heirs' brains develop in abundance, creating different relationships with money.
I got my start investing right in the middle of the 2008 crisis - watching client portfolios drop and learning fast what really matters. Those experiences taught me to focus on disciplined research, real risk, and income that holds up over time.
Why the Best Estate Plans Begin With Better Conversations
Estate planning conflict usually comes from communication, not the documents. See how an advisor can help families listen, reflect, and plan together with purpose.