Family Wealth Management

06/24/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

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06/24/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

06/22/2026

You work hard for your money every single day — but is your money working just as hard for you?

Many people have savings accounts, retirement accounts, and investments, but no clear strategy tying everything together. Without a plan, your money can lose direction and purpose over time.

True financial planning isn’t just about accumulating assets — it’s about aligning your money with your future goals, lifestyle, and long-term vision. Every dollar should have a purpose.

🎥 Watch this reel to learn why strategy matters just as much as saving. Contact us today to see how we can help! www.familywealthadvisory.com

06/19/2026

If you're a parent, there’s one estate planning document that should be at the top of your priority list: a will.

Many people think estate planning starts with trusts, investments, or tax strategies. While those can be important, a will serves a critical purpose for families with children—it allows you to name a guardian for your kids if something happens to you.

Without a will, that decision could be left to the courts. And while the court will do its best, the outcome may not align with your wishes.

Estate planning isn't just about passing on assets—it's about protecting the people you love most. Take the time to have conversations with the individuals you would trust to care for your children, make sure they are willing to serve, and consider naming backup guardians as well.

A thoughtful plan today can help provide clarity and guidance for your family tomorrow.

🎥 Watch this reel to learn why every parent should have a will in place.

📅 Ready to discuss your family's financial future? Visit https://www.familywealthadvisory.com/ to learn more about creating a comprehensive plan designed around your goals.

06/18/2026

Even if you have some coverage through work, it may not be as comprehensive as you think.

Employer policies often cover only a portion of income and may not last long enough.

That gap can be easy to overlook until it matters.
Taking a closer look at what you have (or don’t have) is one of those small steps that can make a big difference over time.

If you’ve never reviewed your coverage or aren’t sure what’s in place, it’s worth a conversation.

06/18/2026

You've likely heard the term; it's also called "keeping up with the Joneses" or "spending creep." Lifestyle inflation is one of those sneaky financial traps that can quietly derail your wealth-building goals. It often creeps in when...

You've likely heard the term; it's also called

06/18/2026

Investment fees can be easy to overlook—but even small percentages can add up over time. That's why reviewing your portfolio regularly is about more than performance. It's also about understanding costs, tax considerations, and whether your investments still support your goals. Download our Investment Portfolio Review Checklist to explore 8 important areas worth reviewing. Click here to access it.

The years around retirement are when alignment matters.

06/17/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

06/16/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

06/15/2026

Federal Reserve officials appear increasingly focused on how persistent inflation could shape future interest rate decisions.

Minutes from the most recent Fed meeting show that many officials supported keeping rates steady, while also noting that higher rates could become appropriate if inflation remains above the central bank’s 2% target.

The meeting also reflected a notable level of disagreement. The committee voted to hold its benchmark rate at 3.5% to 3.75%, but four members dissented — the highest number of dissents since 1992.

A key issue was whether the Fed’s statement should continue to suggest that a rate cut remained the more likely next move. Several officials preferred more flexible language, given ongoing inflation pressures.

For households and businesses, these discussions matter because interest rate decisions can influence borrowing costs, savings yields, mortgage rates, credit card rates, and broader economic conditions.


Source:

A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation.