Category: family dynamics
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Embracing Financial Freedom: A Hilarious Journey of Strategic Wealth, Endless Laughter, and Everlasting Memories
Meet Michael, the maestro of wealth management and the virtuoso behind the scenes at Cogent Strategic Wealth. Living a life that’s a delightful blend of...
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Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
A frequent question we field from people we meet is, “Can you gift money to family members tax-free?” The answer is a resounding yes! This...
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How to Share Your Values with Legacy Letters
As you have just recently gathered with families and friends for the holidays, now is a good time to reflect on your values and the...
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Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...
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Kid Off to College Soon? A Parent-Student Contract Makes Expectations Clear
by Michael Evans, Founder & Wealth Manager As much as we parents would love to keep our children wrapped in a cozy cocoon until their...
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Reimagine How and Where You Live Your Life: A Personal Anecdote for Imagining and Achieving Your Best You
In our recent post entitled “Are You (and Your Financial Plans) Ready To Take a Sabbatical?” we explored the steps toward taking a sabbatical, to...
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Are You (and Your Financial Plans) Ready To Take a Sabbatical?
“If in your mind it was possible to take a year’s sabbatical from work to reassess your life, what would you do and where would...
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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their...
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Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or...
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Webinar Recording: Bolster Your Health WELLth for a Better Future
Bolster Your Health WELLth for a Better Future. Investing in your health now will pay dividends for the rest of your life. Coming off an...
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5 Steps to Take to Prepare to Care for Aging Parents … Before It’s a Crisis
Taking care of aging parents is one of the most important, daunting, and demanding roles many of us face in our lifetime. Unfortunately, it’s also...
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Webinar Recording: Prepare to Care for Your Aging Parents Before a Crisis
In today’s webinar, we will host a conversation on taking care of a loved one or our aging parents. Taking care of a spouse or...
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