One of the first pieces of advice I received as a young advisor had to do with how best to serve couples. Never work with just one spouse without the other one being present. (At least, most of the time.) As just about any married couple can attest, financial conversations are never just about money.

As we reflect on the past year and look ahead to the future, it’s an excellent time to reassess where we stand financially and recalibrate our goals. One of the core principles of successful financial planning is managing expectations—a concept that plays a vital role in pursuing long-term financial stability.

You’ve likely seen the “gridlock,” “polarization” and “stalemate” headlines to describe what the state of affairs will likely be in Washington, D.C., over the next two years of divided government. As an American, it can feel deflating, no matter which party you ascribe to.

If you’re looking at buying or selling a home right now, what can you expect in this much-heralded hot residential real estate market? Last week, award-winning real estate expert and RE/MAX Hall of Fame realtor Smita Shah was interviewed by former TV news correspondent Diana Bishop for Van Leeuwen and Company’s client-only “Assets and Aspirations” […]