Author: Meaghan Faerber

When it comes to estate planning, most people want two things: to keep as much of their wealth as possible in the family and to avoid paying Uncle Sam more than necessary. Read more…

With a new year comes many new changes – putting up a new calendar, making New Year’s resolutions, AND new contribution and gifting limits imposed by the IRS. Read more…

It’s hard to escape how high interest rates are dominating the economic and financial news cycle these days. Sustained higher interest rates have been paired with high inflation, focusing media coverage on negatives like a higher bill at the grocery store or the impact on the housing market and Read more…

We’ve all heard the phrase “too much of a good thing.” Usually we’re talking about something relatively harmless, but it’s a different story when it comes to borrowing money. Read more…

In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…

Whether you planned to have a house full of kids or no kids at all, you’re probably reading this because you are expecting a little one of your own. Congratulations! Read more…

Earning capacity and money management skills don't always go hand-in-hand. If you're a high earner with high levels of debt, you aren't alone, but there are key steps you should be taking to get on the path to financial independence. Once you understand your comprehensive financial picture, the Read more…

Ensuring our children become financially stable doesn’t always mean that we leave them everything needed to have a cozy life. Generational wealth most often comes from helping them establish themselves, wander out into the world, and learn to thrive. Read more…