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Thought leadership
for the curious investor

Emerging insights, trends, perspectives,
and resources for greater context.

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LEGACY & PHILANTHROPY

The Power of Perpetual Giving

In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.

Financial Advice Brigitta Nadya Financial Advice Brigitta Nadya

Ready to Talk Money? Your Relationship Depends on It.

As relationships deepen, so do responsibilities and expectations. Yet, one of the most vital—and often ignored—aspects of a serious partnership is financial compatibility. Before you take that next big step, whether it's moving in, getting engaged, or planning a wedding, having honest and open conversations about money isn't just a good idea—it's essential.

Money is a leading cause of stress for couples. While love forms your foundation, financial transparency ensures that foundation is rock-solid. Talking about your finances early on helps you avoid misunderstandings, align your goals, and build crucial trust and teamwork.

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Be proud of your present,
and excited about your future.