The Navigator Blog

Timely topics pertaining to inherited wealth and shared to inspire and inform.

Charting your Course for a Purposeful Life

Volume XVII, Number 1 Spring 2020 Pandemic: Complex Emotions in Complex Times -written with Ruth Steverlynck, founder and Principal of Yo...

Volume XVII, Number 1 Spring 2020 Many times I have had clients tell me that their friends and acquaintances know nothing about their fin...

Volume XVI, Number 4 Winter 2019 Who doesn’t dream of joyful and relaxed holidays? Most adults dismiss this as unrealistic. But with a li...

Volume XVI, Number 3 Fall 2019 Recently, from a client: “This morning I read this quote from, of all people, Bruce Springsteen, and it ma...