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Financial Planning

The Silent Struggle: Why Baby Boomers Avoid Tough Conversations About Health and Wealth

Education Featured Financial Planning Lifestyle Money

In the wake of profound societal shifts, Baby Boomers—those born between 1946 and 1964—have often found themselves at a crossroads. While this generation has made remarkable strides in various aspects of life, one area where many still struggle .

Navigating the “Money in Motion” Era

Featured Financial Planning Investments Risk Management

In today’s rapidly evolving financial landscape, characterized by technological advancements, global economic shifts, and changing consumer behaviors, the role of financial advisors has never been more crucial. We are living in what can .

Divorce + Financial Planning

Education Featured Lifestyle Risk Management Stories

Authored by Lauren Mullee, Partner with Buncher Family Law. Reprinted with her permission. Lauren Mullee, partner with Buncher Family Law, recently met up with Keythe Ward-Aguilar Certified Financial Planner and founder of ProCore Advisors, in .

A Change in Sentiment

Economy Featured Risk Management

As CNBC and other news stations reported calamity in the stock markets around the world last week, I felt this would be a good opportunity to discuss how we currently view the markets and the economy. And though stocks rebounded some today, .