One of the things that has surprised me over the years is how families choose who handles money.

One of the biggest surprises of my career is how often financial decisions have very little to do with money.

One of the things that has surprised me most throughout my career is how little knowledge alone changes behavior.

One of the most complicated financial issues I've encountered over the years has nothing to do with investments, debt, insurance, or interest rates. It has to do with family.

One thing I've learned after more than 20 years of working with families is that financial worries don't disappear with age.