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Home Page - The Art of Financial Planning Skip to content Join Our Email List Submitting form Join the Art of Financial Planning Community . Your Financial Future is Counting On You! Processing… Success! You re on the list. Whoops! There was an error and we couldn t process your subscription. Please reload the page and try again. Start Here Tempted by the mega-IPO rush? June 23, 2026 It s hard to open a news app right now without seeing another story about the mega-IPO rush. SpaceX just went public in the largest IPO in history, debuting on the Nasdaq at a valuation north of $2 trillion. OpenAI and [ ] Read More » Why the economy feels so confusing right now June 16, 2026 Even if your finances are in good shape, the past few years haven t exactly felt easy. Grocery bills are higher. Insurance costs more. Filling up the gas tank can still feel frustrating. And even when you re not personally stretched, it s [ ] Read More » It Feels Like Summer June 9, 2026 Here s what I ve noticed over the years: many people start the year with good financial intentions. By June, life has moved on. The goals from January are still sitting in a drawer somewhere (literal or mental), and summer is about [ ] Read More » Advanced Estate Planning to Optimize the Transfer of Family Wealth June 2, 2026 For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirem

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