The Success of The One-Woman Show Even glamorous starlets from Old Hollywood were not exempt from the reality of going it alone at some point. Most women are destined to manage their own money, particularly at the end of their lives, so virtually all can benefit from financial literacy, financial planning, and investment.

Elder Financial Abuse Every wealthy family should pay attention to the increasing incidence of elder abuse. Physical or emotional abuse may be more prevalent and understood but elder financial abuse is on the rise.

How to Host a Family Meeting The idea scares the heck out of most people. Families go to great lengths to avoid talking about anything personal or financial. Why would anyone establish an annual meeting exclusively for this purpose?

Retirement Travel / Insurance Today's retirees are embarking on exotic adventures that may have been unthinkable for prior generations. Planning is key when it comes to managing costs, healthcare, and the understanding the value of travel insurance.

Second Marriages Subsequent marriages can be complex, especially when significant financial assets and children are involved. Discussing shared finances doesn’t have to be stressful and can be a great way for a couple to plan their shared future together.

Donor Advised Funds Have you established a donor-advised fund yet? If not, you are late to this party.