Transitioning Family Wealth
Julia raises a host of issues that need to be considered before making a financial gift to children.
The complexity of modern financial planning
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event to chat about how Financial Planning has evolved
2023 November Update
“Your life, well spent” is a constant work in progress. Your overall life design and all of your plans are of course subject to change as the world adjusts and changes around you. Here’s how we help you do just that.
Multi-Generational Housing and the Golden Girls Dream
The housing crisis isn’t just for kids. Globe Advisor asked Julia for some ideas on how to manage this wild accommodation environment.
2023 October Update
The term “deadline” carries a grim history, contributing to the anxiety it evokes. Understanding why deadlines trigger anxiety can help to mitigate stress proactively. This fall and winter, let’s act to relieve stress and take action to embrace deadlines.