February 2022

Navigating divorce

You & Your Ex-Spouse Might Never See Eye to Eye (and That’s Okay)

Navigating divorce is one of the hardest challenges in life—it may even seem debilitating at times. Between the loss of a relationship you never thought would end and the endless decisions you have to make about finances and parenting, there’s not much left to give when trying to see eye to eye with your ex. […]

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Bank of America Employees’ Financial Mistakes – Top 9 List

After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Bank of America employees and how to best

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