The Family Financial Conversation Helping to retain, consolidate and grow your business by engaging clients - and the next generation of investors, their families - during the moments that matter. Ask the Experts Suzanne Schmitt Managing Director Tom West Senior Partner Love, Legacy, and the Later-In-Life Marriage: What To Know Before You Say ‘I Do’ 7 Social Activities That Make Retirement Truly Joyful and Fulfilling The Angry Widow and the Road to Financial Oblivion The Financial Magic of Seeing Your Future Self: Why Time Travel Can Boost Your Savings Why Revocable Living Trusts Are Becoming a Must-Have in the Great Wealth Transfer Beyond Nursing Homes: Understanding the 4 Levels of Modern Elder Care Planning for Your Future (And Your Parents’): Understanding Today’s Long-Term Care Landscape 401(k) in Divorce: Timing, Mistakes, and How To Get Your Fair Share Before We Become Ghosts: The Life Lessons Hidden in Halloween and Día de Los Muertos You Better Think … About Your Financial Legacy The Solo Aging Revolution: Redesigning Life, Health, and Happiness After 65 The Overlooked Estate Planning Step That Protects Your Loved Ones From Conflict Sell Without Selling: The Trust-Based Strategy Estate Planning Clients Actually Want Estate Planning: Emotional Anchor for Clients, Revenue Rock for Financial Advisors Are You Really Protected? What Most Wills Miss—and What Retirees Must Do Instead Fight Club at 55: Gen X and the Once in a Lifetime Sucker Punch Scam-Proofing Mom and Dad: Your Guide To Protecting Aging Parents From Fraud and Identity Theft Maximize Your Social Security—Without Waiting Until 70 Alone Doesn’t Mean Unprepared: How To Build Your Solo Aging Support Plan How to Help Clients Protect a Future Inheritance from Marital Risk The Hardest Conversation: How To Talk to Your Parents About Aging and Care ProcrastinAging: When Procrastination Gains Old Man Strength What Comes After Success? A Top Advisor on Redefining Life, Purpose, and Retirement Why Accepting Help May Be the Hardest—and Bravest—Thing You’ll Ever Do Why Is U.S. Healthcare So Expensive? Start by Looking in the Mirror Why Inherited Wealth Can Feel Like a Trap — And How To Break Free Why Your Client’s Will Is Not Enough: An Advisor’s Guide to Modern Trust Planning This Isn’t Just a Wealth Transfer — It’s a Relationship Revolution Want a Better Retirement? Plan for Healthspan, Not Just Wealth The Version of You That’s Never Coming Back Beyond Retirement: How To Prepare Now for Care, Housing, and Dignity Later The Aging Support Tool Every Financial Advisor Should Know About From Ordinary People to Abundant Families Navigating the First Year Alone: Financial Planning After Losing a Spouse Estate Planning Reinvented: How Trust & Will Empowers Advisors to Deliver Deeper Client Value Financial Wellness Is Watching You—and That’s Not Always a Bad Thing Hard Choices Ahead: How To Talk to Your Kids About the Future They’re Walking Into Why We Ignore Our Future Selves—and What It Means for Aging, Regret, and Financial Planning How To Move a Parent With Dementia Against Family Resistance—and Stay Legal How To Protect Aging Parents From Romance Scams—Without Taking Away Their Independence How Tech Is Making Estate Planning Easier—and Why You Shouldn’t Wait To Start Trust Broken at the Worst Time: How Financial Advice Fails When Health and Family Collide Serving Clients Through Loss: Why Every Advisor Should Watch Camp Widow You’re Not Crazy—You’re Grieving: What Caregivers Need To Know About Letting Go Early I Can’t Thrive at 55? Key Tax and Estate Planning Benefits of a Donor Advised Fund Surprising Perks With Gifting Appreciated Stocks to Heirs What Most Business Owners Miss About Private Insurance Gray Divorce After 50? How To Protect Your Finances and Retirement Plans The Inheritance Conversation: Will It Bring Your Family Closer—or Tear It Apart? Trending FIFA’s $13 Billion World Cup Machine Leaves Cities Holding the Bill Has the AI Boom Made Advisors Forget the Power of Dividend Growth? If You Buy SpaceX, You’re Not Buying a Rocket Company Advisor-Friendly AI Is Breaking the Advisory Firm Model Health Care Costs Now Top Every Other Retirement Fear SpaceX May Be Worth Less Than Investors Think America Is Starting To Expect Higher Inflation Forever 5 Growth Levers Financial Advisors Use To Scale Revenue and Capacity ⇤ « 1 2 3 (current) 4 5 6 7 » ⇥ 3 / 7
