Wills and trusts deal with the transfer of material objects and financial assets. They are a necessary part of responsibly planning to ensure your tangible and monetary wealth goes to the right people and places and at the right time. Wills and trusts are drawn up by...
As we look back at all the craziness that has occurred in 2020, my team and I at Silver Oak want you to know how very grateful we are for the warm and affirming relationships we share with you, our clients, colleagues, and friends. Certainly, this has been a year...
It’s been over two months since the Shelter-at-Home order has been in place in California and in most parts of the country. Our lives have changed so dramatically it feels surreal. At this point, many of us are experiencing some form of “quarantine fatigue” and are...
This winter I took my family on a long-anticipated ski trip. Everyone was excited because it had been four years since we skied as a family. My boys were only 8 and 5 at that time, and they remembered how much fun it was to ski with their mom and dad. On the first...
I recently came across a saying that really struck a chord with me; particularly after an experience I had a few months ago. It reads: If you’re interested, you’ll do what’s convenient. But if you’re committed, you’ll do whatever it takes. A week before...
The idea of the fiscally unequal relationship is hardly new. Relationships between men and women have historically been fiscally unequal, with men bringing more money to the relationship, as well as earning more during the relationship. They’ve also held greater...
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I'll buy you a diamond ring my friend if it makes you feel alright I'll get you anything my friend if it makes you feel...
Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important issues in their life. At each event we learn...
As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my life. A time when I felt like I was absolutely, positively stuck...
IT'S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own family’s traditions, I think of my mother. Like most...