by Laura Redfern | Jul 31, 2026 | Personal Finance
Many retirees I speak with feel a real sense of comfort knowing that they own their home or have built up substantial equity over the years. There’s something incredibly freeing about owning a home, both emotionally and financially. Some retirees even call their home...
by Laura Redfern | Jun 26, 2026 | Personal Finance
I once had a client tell me, “When I look in the mirror these days, I find myself wondering: when did that old guy show up?” Have you ever had that feeling? It is funny, a little sobering, and completely human. Getting older has a way of sneaking up on all of us....
by Laura Redfern | Mar 27, 2026 | Personal Finance
It’s one of those questions people carry quietly in the back of their minds – occasionally surfacing but often left vague and unanswered. It tends to come up when headlines feel loud, when markets shift, or when life changes. You pause and wonder: Are we still doing...
by Laura Redfern | Feb 27, 2026 | Personal Finance
When most people think about financial planning, they think about numbers: balances, returns, retirement timelines, tax efficiency. But there is another element that is more difficult to quantify, yet equally – or even more important: your relationship with money. ...
by Laura Redfern | Jan 30, 2026 | Personal Finance
“Do I Really Need a Will?” It’s one of the most commonly asked questions in estate planning. It often comes up after the holidays. Meaningful family conversations, or the simple realization that life feels fuller and more complex than it once did, can bring this...
by Laura Redfern | Dec 26, 2025 | Personal Finance
The new OBBBA became law this year, and while some headlines have focused on a few flashy provisions, the more meaningful impact for most households is subtler — and more planning-related. Some changes affect 2025 returns, while others begin in 2026. The bigger...
