You’ve talked about retirement. You’ve even run some numbers. But somewhere beneath the spreadsheets, there’s a question neither of you has quite asked out loud: Are we actually picturing the same future? In blended families, the answer is often no, not because anyone is being careless, but because each partner brings different obligations and a […]
Are you a member of the Public Employee Retirement Association of New Mexico (PERA)? Get the resources you need and expert insights from financial professionals who specialize in helping PERA members make the most of their compensation package and benefits. Whether you’re a new PERA member or you’ve grown in your role covered by PERA […]
Do you work at EOG Resources? Get the resources you need and expert insights from financial professionals who specialize in helping EOG Resources employees make the most of their compensation package and benefits. Whether you’re a new EOG Resources employee or you’ve moved up the ranks into a management or executive leadership role over a […]
You work hard to earn money, save diligently, and invest for the future. But do you actually know what your financial picture looks like right now, across every account you own? Knowing your net worth in real time isn’t just satisfying; research consistently shows that people who actively track their wealth make better financial decisions, […]
April 20, 2026 If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks. That’s a start, but it’s a narrow slice of one of the most significant economic expansions of our […]
You’ve both managed money successfully before. You’re professionals, homeowners, and financially stable. So why does talking about money together feel so much harder than it should? In blended families, money isn’t just financial—it’s relational. Each of you brings financial beliefs shaped by different experiences: how you were raised, what your first marriage taught you, what […]
California’s top state income tax rate of 13.3% doesn’t discriminate — it applies to wages, bonuses, investment gains, and business sale proceeds alike. But while every high earner in California faces the same tax code, not all of them pay the same amount. The ones who keep more aren’t doing anything illegal, and they don’t […]
Protecting Your Financial Future Before You File Divorce is one of the most significant financial transitions you’ll ever navigate. While the emotional weight of ending a marriage can feel overwhelming, the financial decisions you make in the months before filing can shape your security and independence for decades to come. If you’re contemplating divorce or […]
Most people don’t think of themselves as a financial caregiver until suddenly they are one. Whether it’s a parent who can no longer manage investments after losing a spouse, or a sibling whose finances have quietly become unmanageable, stepping into this role is rarely something families plan for. And that’s exactly the problem. What looks […]