Money & Life
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
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What British Crime Dramas Can Teach You About Building Wealth
Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
Ross Levin -
The Overlooked Connection Between Financial Planning and Emotional Well-Being
Financial stress, uncertainty, and major life transitions can also influence how people think, feel, and make decisions over time.
FPA NexGen -
Geopolitical Tensions Are Creating a New Inflation Reality
Explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
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The Invisible Language of Money
What Your Face Reveals While Talking About Money.
FPA NexGen -
Timing Can Make or Break Long-Term Care Planning Decisions
It’s often delayed not because Advisors don’t care, and not because clients don’t need it, but because timing feels… uncomfortable
Don Connelly -
Navigating the Cost of Luxury: 5 Ways To Finance High-End Home Upgrades
A financial advisor can help clients measure the different ways to fund luxury projects like installing a pool as part of the overall financial picture․
Devin Partida
