News and Updates
Turning the Page: Building Wealth After Medical School Debt
We just paid off our student loans. What should we focus on now? That was the question from a dual physician couple in their late thirties—both earning in the mid […]
The Real Value of a Million Dollars: Divorce and Asset Division
A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account, or pile of cash. But in reality, those assets have […]
7 Best Budgeting Apps for Families According to Your Financial Situation
Full Article Link: U.S. News – 7 Best Budgeting Apps for Families “Apps can tell a story. They provide visuals, many have sounds or emojis. That helps significantly. It gamifies […]
Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
We kick off this week’s episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing […]
The Growth and Evolution of Family Office Impact Investing
Full Article Link: Crain Currency – The Growth and Evolution of Family Office Impact Investing “If you wanted ESG three to five years ago, you could go to any bank, […]
What’s Next?
Use the link below to fill out a form and receive a complimentary personalized proposal for your financial plan.