Talking about money with loved ones isn’t easy.

Mental blocks, subconscious taboos, and various sensitivities can come into play when conversations about finance come up.

As challenging as that can be, some simple, yet thoughtful, conversation starters can help break the ice and set the stage for more productive talks about money.

When was the last time you stopped at McDonald’s?

What about Taco Bell, Chipotle, or Jimmy John’s?

If it’s been a while, your next fast food bill could be shocking.

That’s because these restaurants have doubled or even tripled their prices in recent years.

So, it’s now double-digit prices for Big Macs, burritos, and other fast food.

When will it stop and how far can it go?

”As for the future, your task is not to foresee it but to enable it.”

– Antoine de Saint Exupéry

Estate planning is more than just drafting documents; it's about ensuring your legacy thrives even in your absence. Together, let’s secure your stable legacy.

What does your “ideal life” look like? Seriously, imagine it. The house. The city. The people. How long has it been since you allowed your mind to wander into the realm of possibility?

Simply remembering what makes you happy. What you believe in. What inspires you. I hope it hasn’t been long. But if you’re like most of us––you’re always on the go and distracted, leaving pie-in-the-sky time as a low-rung priority.

Would you say you know more about money than most? You would, if you’re like most investors. In fact, most people rate their financial knowledge higher than average. Yet… can’t pass a basic quiz on investing.

That gap between what we think we know versus what we actually know shows the overconfidence bias at play. And that’s just one bias out of several that can muddy our perspective and misguide our financial choices.