Multi-generational family discussing estate planning and wealth transfer over dinner outside

The Largest Wealth Transfer in History Is Underway. Is Your Estate Plan Ready?

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Featured

When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing

Money Psychology, Investment Management

When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing

Money Psychology, Investment Management

Money Psychology, Investment Management

How to Split Money With Your Partner

Financial Planning

How to Split Money With Your Partner

Financial Planning

Financial Planning

2026 Tax Changes: What Matters for Financial Planning

Tax Planning

2026 Tax Changes: What Matters for Financial Planning

Tax Planning

Tax Planning

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The Inner Circle

Financial planning insights for real life.

Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.

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Employer Equity: A Key Part of Your Wealth-Building Strategy

Kimberly A. Houston, CFP®, CRPC® 8/16/25 Kimberly A. Houston, CFP®, CRPC® 8/16/25

Employer Equity: A Key Part of Your Wealth-Building Strategy

Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.

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