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Financial Field Notes 0 Skip to Content Contact Open Menu Close Menu Contact Open Menu Close Menu FINANCIaL FIELd NOTES Personal Finance Alex Voorhees 5/21/26 Personal Finance Alex Voorhees 5/21/26 Teaching Kids That Money Is Finite If your children or grandchildren never feel the sting of running out of money, will they ever learn to manage it? For families with wealth, this is one of the more underappreciated challenges in raising up the next generation. I’ve seen this firsthand from many clients who express concerns that their grandchildren don’t seem to share the same financial values they do… Read More Personal Finance Alex Voorhees 5/21/26 Personal Finance Alex Voorhees 5/21/26 How Many Hours Should Your Teen Really Work? Most clients I’ve met with have two reactions when their teen child or grandchild lands a job. The first is pride, and the second is worry about time management and homework. How much work is too little? Too much? It turns out, this question has been researched. I recently came across this article from The University of Minnesota and a few other institutions that have followed this topic for decades… Read More Tax Strategy Alex Voorhees 5/11/26 Tax Strategy Alex Voorhees 5/11/26 Optimizing Tax Lot Selling Many clients have spent decades building a brokerage account by consistently saving, reinvesting dividends, and staying invested through the bumps. Now, as they approach retirement, they are ready to start drawing it down. The question most people nev

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