Treehouse Wealth Advisors

In our latest book club, we didn’t just discuss Tim Ferriss’ "Tools of Titans" – we put it into action! Participants picked one or two tools from the book to try out for two to four weeks, and we gathered to share our experiences, challenges, and successes. From powerful routines to mindset shifts, we explored how small, actionable steps can lead to big changes. https://bit.ly/3YeK684

Retirement isn’t just about reaching a certain age. It can be one of the most satisfying parts of your life’s journey if planned properly. Early retirement is a goal many aspire to, but it requires careful planning and informed decision-making. Balancing the desire for meaningful activities with the need to manage finances carefully is a crucial aspect of planning for this new phase of life. Here are 5 things to think about if you’re considering early retirement: https://bit.ly/3YasJXF #earlyretiremement #financialplanning #wealthmanagement #InvestInYourAdventure

Thinking about getting remarried? A prenuptial agreement could be a smart way to protect your financial future. Learn why more couples entering a second marriage are choosing prenups to ensure transparency, protect their assets, and safeguard their children's inheritance. It’s not about expecting the worst—it’s about building a strong foundation for your future together. https://bit.ly/489y0lh #SecondMarriage #Prenup #FinancialPlanning #ProtectYourAssets #FamilyFinance #EstatePlanning

A growing trend of collaborative decision-making within households underscores the significant and evolving role that women play in shaping their family’s financial landscape. Your financial acumen can have a vital impact on your family’s financial goals, investment strategies, and overall wealth management. We believe that a woman’s decision-making process blends intuition, empathy, and analytical thinking to produce forward-thinking financial planning and better investment outcomes. Read more about how women manage their family’s finances: https://bit.ly/3N6tWZ4 #financialplanning #familyfinances

As you make your way along your life path, it is inevitable that circumstances will change. Your Treehouse Wealth Advisors roadmap serves as a guide but it is not meant to be carved in stone; it will naturally evolve over time. As stewards of your financial well-being, we will regularly meet with you and adjust your plan accordingly as your needs and goals change. You can relax and stay the course, knowing that your goals are always front and center. https://bit.ly/3bHKWWL #personalservice #financialplanning #InvestInYourAdventure

As your family begins to set out on the college planning adventure, assessing your family’s finances is a good place to start. Here are tips for figuring out how much you can afford, setting expectations, and prioritizing needs over wants to help point you—and your student—in the right direction. We’re here to support you through life’s journeys, including sending your children off to college! https://bit.ly/4a9j1bl #collegechoice #payingforcollege #financialplanning

Love and support form the foundation of a giving relationship, but grandparents can have a unique opportunity to leave a lasting impact on their grandchildren’s lives in other ways as well. For those with the means, gifting assets can help shape the future of their grandchildren and generations to come. Here are guidelines for starting meaningful family conversations about financial contributions from grandparents: https://bit.ly/3OdE5ou #wealthmanagement #grandparents #legacy

Losing a spouse is a life-altering moment. But when emotions are high and decisions urgent, navigating the financial aftermath can feel overwhelming for anyone – whether or not you’ve taken the financial lead in your household. At Treehouse Wealth, we’re here to guide you through these tough moments. Our latest blog post offers insights on how widows can tackle financial challenges—whether you're revisiting familiar decisions or facing them for the first time. https://bit.ly/4gSVdfs #financialwellness #widowhood

Private Wealth Advisor Stacey Chin, MA, CFP®, ChFC®, was tapped for a recent Newsweek article on generational differences in how Americans are approaching retirement. Stacey points to a variety of factors, including fewer strong employer-backed pension plans, lack of retirement savings, and a bigger focus on the quality of life in later—and often longer—years as reasons many Gen X and younger Boomers are opting for phasing in retirement, and cutting back on work hours or heavier responsibilities. Here’s the article: https://bit.ly/47PcwtV #financialplanning #rethinkingretirement

Treehouse Wealth Founder & CEO Julie Meissner authored an article for the financial advisor website Rethinking65 on the importance of diversification and other strategies for managing concentrated wealth—not just an issue for the ultra-wealthy. Julie provided several important points to consider for those rethinking retirement as part of their next chapter, whether at the wealth-building or wealth-preservation stage, and for those who provide their wealth management. Read the full article here: https://bit.ly/3TNfcCc #wealthmanagement #concentratedwealth #rethinkingretirement #diversification