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What Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreHow A 529 Plan Works
A 529 Plan is a solid investment strategy to help pay for your child’s future education. Brian Sullivan, Financial Planner at Tomren Wealth Management explains how it works.
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Annuity vs. Lump Sum – What To Choose
One of the most important decision to make for retirees is whether to take an Annuity or Lump Sum in retirement. Michael Tomren, Founding Partner and Financial Planner with Tomren Wealth Management why this decision is so important.
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