Mark R. Oslebo, CFP

5 Ways Your Nervous System Shows Up In Your Financial Life Your avoidance, overspending, and money anxiety aren't personality flaws. They are nervous system responses and understanding them is the first step to changing them.

When a Family Member Dies, There’s Work to Be Done. Advice from Pros on How to Tackle It. Many people underestimate the work involved in settling an estate. Here's some help on how to get through it.

Don’t Get Too Comfortable. Your Quality of Life Depends On It. Research shows that vitality is improved by challenging avoidance, stasis and soothing habits—and instead leaning into uncertainty and discomfort.

The Key to Beating the Stealth Taxes on Retirees: Know What MAGI Is Congress continues to pile Stealth Taxes on taxpayers. Retirees and near-retirees are the taxpayers snared most often by the Stealth Taxes.

The Great Wealth Transfer Has Begun. A Third of Families Have Already Moved Some Assets to the Next Generation. The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

Is Technology Taking the Sport Out of Hunting and Fishing? Critics say a new wave of drones and high-tech sonar is stripping the skill out of the sport and upending an American tradition

One Small Fortune, 36 Grandkids and an Inheritance Stuck in Limbo A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

The Five Documents You Need to Have in Your Estate Plan These will let you have a say in your medical care, as well as what happens with your assets after you die

Unpacking the SpaceX IPO Filing for Investors SpaceX’s S‑1 reveals recast financials, soaring AI capex, falling Starlink ARPU and major contingent liabilities. Here are the disclosures investors should not overlook.

Four Books to Lift You Up During Life’s Hardest Times Literature for those coping with death, illness and despair.