The Financial Ramifications of Spousal and Child Support
Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.
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Buying a Second Home: Financial Planning Beyond Price
Thinking about buying a second home? Explores the real costs, liquidity trade-offs, and wealth alignment decisions most buyers miss.
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Our 2026 Q1 Investment Update
Our Q1 2026 investment update reviews performance, answers client questions, and highlights key market themes.
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When The Retirement Questions First Appear
A personal story about retirement planning, vocational freedom, and aligning career, family, and purpose when deciding when to step away.
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Let’s Talk About Washington’s New Tax Law
Washington’s new tax law prompts a review of your timeline, giving strategy, trust structures, and income mix.
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How Much to Put Down on a Home: Beyond the 20% Rule
Your down payment isn't just about the house. Deciding how much to put down is about everything else you're trying to fund.
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The Geography Decision Is a Life Question First
A move for taxes alone misses the point. Explore the geography of wealth—how life priorities, taxes, and timing shape relocation decisions.
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Invest With Impact: Grow Your Wealth, Reflect Your Values
Align your wealth with your values. Invest with impact to support your long-term goals while reflecting your values.
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A Simple Way to Amplify Your Charitable Impact
One of the most common questions I hear from clients is: ‘How can I maximize the impact of my charitable giving?’ #HalfMyDAF offers a…
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