Life Planning
Financial coaching for your family’s financial health.
Three Reasons We Are Not in a Housing Bubble
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…
Three Common Living Trust Mistakes
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…
Tax-Proofing Your Inheritance
Benjamin Franklin once said, “nothing is certain but death and taxes.” In this article, we deal with both and share a few guidelines to follow if someone you know and…
Navigating Healthcare and Aging: Event Replay
As part of our work with you, our team brings together groups of experts to answer questions and provide guidance in the many areas of your financial life. Few areas…
Mid-Year Outlook Webinar Replay
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…
Healthy, Wealthy & Wise: Our Top Takeaways
Maintaining your health and your nest egg in retirement are two of the biggest concerns currently facing Americans, even if you are still decades away from retirement. To chart…
What Is the Antidote to Financial FOMO?
Don’t let fear and anxiety drive your financial risk-taking.
My 2021 Financial Resolution
I’m going to keep my eye on a shift from growth stocks to value stocks.
If Jerome Powell Is Worried, Should You Be Worried, Too?
The short answer is no, but this is an important time to pay attention and possibly recalibrate for your family’s financial future.
The Ritual of Taxes
Part of the ritual of my business life is the on-going conversation with trusted advisors.