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Recent Posts
National Debt Hits $40 Trillion: 8 Ways to Protect Your Family's Finances
The U.S. national debt surpassed $40 trillion in 2026. For most families, this doesn't call for dramatic action, but it's worth reviewing interest rate exposure, tax diversification, and emergency savings. According to TIME, it has more than doubled over the past decade, spanning both Republican and Democratic administrations and including extraordinary pandemic-era borrowing. It's an enormous number. But for families, I think there's a more useful question than debating who
Sun Group WP Team
Sep 1
Why This May Be the Year to Put Together a Long Term Care Plan
I grew up with my grandparents in our home. I remember my mom taking care of them. Cooking for them. Driving them everywhere. Managing appointments, errands, meals, and all the little things that come with caring for aging parents. And yes, I remember her griping sometimes while she did it. As a kid, I did not fully understand why. As an adult, and now a mom myself, I do. Caregiving is an act of love. It can also require an enormous amount of time, energy, and money. When the
Sun Group WP Team
Aug 29
Medical Bills After an ER Visit: What to Do When They Arrive
Surprised by medical bills after an ER visit? Learn how to read an EOB, appeal denials, use the No Surprises Act, and avoid overpaying.
Sun Group WP Team
Aug 26
Sending Your Kid to College Out of State? Try these Travel Budget Hacks
How to save on flights, holiday travel, airport rides, and all those trips home. “Wait... it costs how much to fly home for Thanksgiving?” If your kid is heading to college out of state, you may have carefully planned for tuition, housing, meal plans, books, and dorm supplies. But another expense can add thousands of dollars over four years: getting your kid home. Flights, baggage fees, airport transportation, holiday pricing, and unexpected trips can all add up. The bright s
Sun Group WP Team
Aug 26
Are Your Child’s Sports Expenses on Your Taxes?
If you’ve ever paid for club fees, travel tournaments, private coaching, or equipment… you’ve probably had the same thought at some point: “Can I write any of this off?” It’s a fair question. Because let’s be honest… youth sports aren’t cheap. And if your child is starting to compete at a higher level, or even earning income, the lines can start to feel a little blurry. So let’s walk through what’s actually allowed… and where people tend to get it wrong. The Short Answer (Mos
Sun Group WP Team
Aug 20
Talking to Your Kids About Inheritance to Prepare the Next Generation for Wealth
Talking about inheritance can feel uncomfortable. For many families, money is already a sensitive subject, and discussing what happens after you’re gone can make the conversation even harder. But avoiding the conversation doesn’t necessarily make things easier for your family. As a financial advisor and a mom, I understand why parents may hesitate to talk with their children about money, family wealth, and what they may eventually inherit. You may worry about creating tension
Sun Group WP Team
Aug 20
Estate Planning Common Myths That Could Cost Your Family
Many people assume estate planning is something to think about later in life or only after they’ve accumulated significant wealth. After working with individuals and families through every stage of life for two decades, I’ve found that’s one of the biggest misconceptions people have. Estate planning has much less to do with wealth than many people think. It’s about protecting the people you care about, preserving what you’ve worked hard to build, and making sure your wishes a
Sun Group WP Team
Aug 13
Why Employee Resource Groups Matter More Than Ever
Learn how Employee Resource Groups drive belonging, engagement, and leadership development and why they're a smart investment in your workforce.
Sun Group WP Team
Aug 12
“I love the inflation.”
Words you wouldn't expect anyone to say in June 2026. Yet that's exactly what President Trump said after the latest Consumer Price Index (CPI) report showed inflation rising to 4.2%, the highest annual reading in three years. The comment immediately generated headlines, political backlash, and plenty of social media reaction. But beyond the politics, it raises an important question for investors: What exactly are we supposed to make of this inflation report? What do we actual
Sun Group WP Team
Jun 15
IPO History Offers a Humbling Reminder
When investors talk about upcoming IPOs, there is often an assumption that getting in early is an advantage. History tells a more nuanced story. Some IPOs have created extraordinary long-term value. Others became cautionary tales. Google's IPO: A Reminder That Great Businesses Can Compound for Decades When Google went public in August 2004, the IPO was priced at $85 per share through an unconventional Dutch auction process. Many market observers questioned the valuation and t
Winnie Sun
Jun 15
Featured Articles
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What You Need To Consider Before Making A Decision
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Most of us still are reeling from months of price inflation but there is another economic challenge just ahead–possible recession.
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As a longtime financial advisor, and a parent of three, I get it. The stresses of college planning and then paying for it, are huge.
Why a Roth IRA Conversion Could Be the Smartest Money Move You Make in 2025–2026. For You and Your Kids.
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