Michelle Muhammed

Recent headlines have zeroed in on the sharp pullback in SpaceX shares following an exceptionally strong IPO debut. When markets get choppy, it's tempting to react to headlines or make moves based on short-term price swings. Instead, we encourage clients to anchor to a few core principles.

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal preparations for the future with them. Your financial situation can include your sources of income, how you pay your bills, the passwords you use to access your financial information, where your accounts are kept online, and who makes up your team of financial,...

The $290,000 Reality Check Every Family Needs to See As families gather for the holidays, there's a conversation many are avoiding, but shouldn't. The numbers around caring for aging parents have shifted dramatically, and the financial implications are hard to ignore. Quick Facts That Might Shock You: 1 in 4 Americans is now a caregiver (63 million people—up 45 percent in just 10 years) 1 Round-the-clock home care now costs nearly $290,000 annually 2 23 percent of caregivers go into debt; 13...