Letters on the money that runs a life.
Not market noise — the human decisions underneath it. Short, honest notes from Sean on the choices that actually decide how a household does: caring for parents, marrying money together, passing it on, and keeping your nerve when it counts.
The World Cup Recap.
One tournament, three lessons — and every one is really about your money. Have a game plan, don't bet on seven names, and don't take the bait. Here's how we build the book for all three.
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The Phone Call You Are Not Ready For
What long-term care actually costs in 2026, the in-home care math most families never run, and the three documents your aging parents need on file before the phone rings.
The Money Conversation Most Couples Postpone Until It's a Crisis
Joint vs. separate accounts, the prenup most second marriages should have, financial infidelity, and the five-step California playbook for protecting yourself if the marriage ends.
The Will Should Be in the Room Before the Funeral
Why the inter-generational wealth-transfer conversation has gotten harder — and the one-page family-meeting agenda we send clients.
The $1,560 Supplement Line
What the wellness-influencer economy is doing to your household budget — and why a credentialed dietitian is worth more than the algorithm's favorite coach.
The Personal Journal, in your inbox.
One honest letter when it matters — no daily noise, no spam. The same notes we send clients, from Sean's desk to yours.
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