Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Baby sitting on a pile of money

Trump Accounts: What They Mean for High-Net Worth Families

Family Finances Financial Plan Investment

Discover the new Trump Account: a government-backed savings vehicle for children offering $1,000.... Read more

Two images of a woman. One shopping and taking a selfie, the other meditating in front of a lake.

Defining Rich: Why Wealth Means More Than Money

Financial Plan Investment Life Coaching

True wealth goes beyond accumulating money. It’s about happiness, relationships, health, and meaningful.... Read more

Mother handing her daughter a credit card

Teaching Teens About Credit: A Mama Moneybags Story

Financial Plan Life Coaching

When "Corrinne" added her 17-year-old daughter to her credit card, she wasn't just.... Read more

Dodge truck launching a small fishing boat

Midwest Mike: The Business Owner Who Said ‘No’ to Private Equity

Financial Plan Life Coaching

A Midwest manufacturer was tempted by private equity. Then a 10-question quiz revealed.... Read more

Judge's gavel on Living Trust and Estate Planning Documents

Is It Time To Review Your Beneficiary Designations?

Estate Planning

Relationships change over the years, and you may have forgotten to review your.... Read more

A name tag and two couples, one getting married the other divorced

Name Change Checklist: Confirming Your Identity After Marriage or Divorce

Estate Planning

Recently married or divorced? Here's a comprehensive checklist to help you remember all.... Read more

Women at a book club discussing Freakonomics

Lessons From “Freakonomics” by Steven Levitt and Stephen Dubner

Book Club

Read insights discussed from ““Freakonomics” by Steven Levitt and Stephen Dubner during the.... Read more

Couple in their mid-fifties meeting with their financial advisors

Do I Need More Than One Advisor?

Estate Planning Financial Plan Insurance Investment Taxes

Discover the 5 types of advisors wealthy Americans rely on and learn how.... Read more

Three panels showing a safari, a island resort, and cruise ship

How to Plan a $25,000 Dream Vacation

Financial Plan Life Coaching Retirement Spending Travel

If you had a $25,000 budget to spend on a trip, where would.... Read more

Mom standing in the doorway to her son's room while he plays video games

Grandpa Moneybags: When Kids Feel Entitled

Family Finances Life Coaching

Teaching teens financial responsibility means letting them experience real consequences. When one mom.... Read more

Q1 2026 Hurlow Investment Management Report

Quarterly Investment Report Q1 2026

Investment

A review of the 1st quarter 2026 global market returns.... Read more

Elderly woman in a wheelchair smiling with a caretaker

You Are Not A Burden: Plan for Long Term Care

Elder Care Insurance

Learn how to plan for long-term care with LTC insurance, hybrid policies, self-insuring,.... Read more