There’s a strong correlation between money and happiness. Unfortunately, it is a reality that has an impact on our overall contentment. In fact, financial matters are a common cause of divorce, with 22% percent couples citing their finances as the reason behind their...
When to start claiming Social Security benefits is the one question that often crosses people’s minds when they begin financial planning discussions. Unfortunately, there’s no universally applicable answer; it’s a nuanced matter that requires careful...
Jones v. Jones, No. 21-P-655, 2023 WL 5729650 (Mass. App. Ct. Sept. 6, 2023) is a recent case that has implications for estate planning and asset protection planning. In this case the wife and the husband were married in Michigan in August 1998 and had two children...
For many people, when they hit a tough time in their life, the go to advice from well meaning friends seems to be “don’t worry about it” and while this is often easier said than done, the basis of this advice is to control what you can control, and let go of what you...
While you already may be aware of Albert Einstein and his Theory of Relativity, it’s worth a refresher before we discuss the theory of financial relativity. There’s a famous example of his theory using a train. Imagine that you are playing ping pong on a train and the...
There’s a Mexican proverb that goes something like this: An American investment banker was at the pier of a small coastal Mexican village when a small boat with just one fisherman docked. Inside the small boat were several large yellowfin tuna. The American...
