oechsli

When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine. That sudden…

Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: confidence. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves can build…

For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit? Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a…

Money can be a sensitive topic for couples—even those who typically communicate well. Over the years, we’ve observed a variety of financial disagreements and we’ve noticed a few common themes. Understanding these frequent arguments can help you navigate your financial relationship with greater ease and harmony. 1. Supporting Adult Children It’s natural to want the…

Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can…

Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.  Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…