When Nicole and I first started estate planning more than a decade ago, we created a simple will. At the time, it was exactly what our family needed. As the years went on, though, our…

For years, my wife Nicole and I kept putting off creating a living trust. That became harder and harder to justify. I regularly encourage families to build wealth, invest consistently, and protect what they’ve worked…

A few years ago, my daughter walked out of the Apple Store holding her very first phone. What made the moment special wasn’t the phone itself. She paid for it. For years, she’d been saving…

If you’re looking for the best high yield savings account for your family, you’ve probably noticed there are hundreds of options available today. One bank advertises the highest APY. Another promises the best app. A…

Are you looking for a banking option that works for your whole family while helping your kids learn how to manage money? Crew might be exactly what you need. Crew is a high yield checking…

When I saw the news that Trump accounts for kids were launching in the U.S. on July 5th, 2026, I’ll admit I was skeptical. As a financial planner and mom of two young girls, I…