Topics
Topic:
Wealth Management and Financial Advisors
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Is Wine an Investment? A Financial Advisor–Sommelier’s Perspective on Wine as an Alternative Asset Class
My professional life sits at the intersection of wealth management, wine, and winemaking—giving me a unique perspective on balancing long-term planning with the enjoyment of the journey along the way. As a wealth manager, sommelier, and winemaker, I’m often asked a deceptively simple question: Is wine a legitimate investment? My answer is always the same—it’s…
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What Plan Contacts Need to Know About the New Long-Term Part-Time Rule (SECURE 2.0)
A key provision of the SECURE 2.0 Act is now in effect, and if you sponsor a retirement plan, it is important to ensure your operations are up to date. For plan years beginning after December 31, 2024, the eligibility timeline for long-term part-time employees (LTPTs) to contribute to 401(k) plans, and to ERISA-covered 403(b)…
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Working Remotely Abroad: Lessons From Spain on Work, Time, and What Matters Most
Last year, I had the good fortune of working abroad in Spain while traveling with my sons. What started as a logistical exercise—how to stay connected, productive, and available while overseas—quickly became something more meaningful. It wasn’t just about working from a different place. It was about experiencing a different rhythm of life, and realizing…
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Intentional Financial Planning: Building Confidence Through Purpose
Most people have a general sense of what they should do with their money: save a little more, spend a little less, invest when possible. Yet for many — especially when navigating major life transitions — knowing what to do and feeling confident enough to do it are two very different things. The shift that…
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How multigenerational living helped one young family weather job loss and illness
For one millennial and her young family, moving into her parents’ home was supposed to be temporary — but the arrangement brought financial stability and stronger family ties.
