Let’s break it down and what’s about to happen in the next 20 years Over the next two decades, an estimated $84 trillion in assets is expected to transfer from Baby Boomers to younger generations, with women poised… more
Meet Sarah, a freelance artist who calls Long Island home and spends her days immersed in the creative energy of New York City. Her brother, Mark, is a busy family practice doctor, deeply rooted in their Long Island… more
No one is ever truly prepared for the profound shift that comes with losing a partner. Beyond the emotional heartache, there are practical realities that require your attention. Even if detailed financial plans weren’t explicitly discussed before, the… more
Uncertainty is a part of life, but your finances don’t have to feel uncertain. Just like a strong foundation provides stability to a building, a robust financial foundation offers security and peace of mind amidst market shifts and… more
Few estate planning scenarios require more careful consideration than those involving minor beneficiaries. The distribution of assets to children under the age of majority (18 in most states) is complex and nuanced, and can often lead to unexpected… more
A critical gap is emerging in the financial services industry. While more people than ever need professional financial guidance, wealth management is experiencing a significant talent shortage representing an unprecedented opportunity for young professionals and career changers looking… more
Working with a professional to achieve your financial goals isn’t just a good idea; it’s proven by research to be more effective than a solo journey. According to Northwestern Mutual's 2024 Planning & Progress Study1, Americans who work… more
Setting financial goals might seem straightforward—decide what you want, save money, invest wisely. But the reality is far more nuanced. Neuroscience research1 reveals that goal-setting and behavior change involve complex interactions between our brain's motivational and cognitive systems.… more
Financial security doesn’t have to be a distant dream—it’s a reality you can achieve with the right approach. For John and Susan, a Long Island couple in their late 40s, the path forward wasn’t so clear. They’ve worked… more