Over the years, we’ve had conversations with many clients who share a similar goal: “We want the vacation home to stay in the family.” It’s a wonderful goal but making it a reality often takes more planning than families realize. For many, the vacation home is much more than a piece of real estate. It’s …
Financial Readiness Checklist for Hurricane Season
Financial Readiness Checklist for Hurricane Season Hurricane season officially got underway on June 1. While many people focus on preparing their homes, it’s equally important to make sure your finances are ready. That’s because a hurricane can disrupt more than just property. It can interrupt income, limit access to funds, delay payments, and create unexpected …
Five Ways Women’s Financial Lives Are Different
A woman’s financial life is rarely simple. It stretches across decades of work, caregiving, family obligations, and life-changing transitions. Whether it’s supporting children, caring for aging parents, rebuilding after a divorce, or planning for a long retirement, the way money fits into a woman’s life is deeply personal, and often shaped by different realities than …
The Importance of Beneficiary Designations
An article in the Wall Street Journal serves as a good reminder of the importance of creating and also revisiting your beneficiary designations. Typically, when you buy life insurance, sign up for employer-paid life insurance or open a retirement account, you’re asked to designate either a person or entity to receive the proceeds after you …
Dear FineMark: Should I add a struggling daughter to my home’s title for security?
Today’s Dear FineMark is about add a child to your home’s title. Here’s the question… “I’m a widowed mother with two adult daughters—one financially stable in New York and the other, divorced and struggling, in Florida. I own a nice home in Florida and want to ensure my struggling daughter always has a place to …
Dear FineMark: Who can access a safe-deposit box after death?
Today’s Dear FineMark comes from a family trying to help settle a loved one’s estate. “My uncle recently passed away and we’re trying to find his will. Everyone says it’s in his safe-deposit box, but no one in the family is listed on it. We have the key, but the bank won’t let us in. …
Dear FineMark: How to secure grandchildren’s future financially smartly?
Video Title: Dear FineMark: How to secure grandchildren’s future financially smartly? Date recorded: January 1, 2026 Today’s Dear FineMark comes from a grandfather who’s thinking about his legacy, not just in dollars, but in opportunity. Here is the question… “I’m 79, recently retired, and my wife and I have been fortunate. We’ve built up about …
