TFO Insights

Kim Llumiquinga, Director of Legacy and Learning, provides an overview of identity theft and shares general guidance for protecting personal information.

Kim Llumiquinga, Director of Legacy and Learning, discusses common misconceptions about prenuptial agreements and the benefits they can bring to couples.

Emily Bolick, Family Wealth Strategist, breaks down the key factors to consider when deciding whether to rent or own your home.  From flexibility and upfront costs to long-term stability and potential returns, Emily walks through how your financial situation, lifestyle, and goals can help guide your decision.

Clayton Caupp, Senior Portfolio Administration Specialist, breaks down the simple 4-step process to create your personal balance sheet. It’s easier than you think, and one of the most powerful tools you can use to help understand and potentially improve your financial health.

Mei Li Barlow, Family Wealth Manager, breaks down the basics of student loans.
She explains the differences between federal and private loans, fixed and variable rates, grace periods, and how to create a detailed budget to determine how much you truly need to borrow.

Megan Kawasaki‑Mason, Family Wealth Strategist, shares how thoughtfully planned financial date nights can help couples build alignment around money topics, encourage open dialogue, and support shared financial priorities.

Kim Llumiquinga, Director of Legacy and Learning, explores the role of allowances in helping children build foundational money habits. She shares considerations and common approaches families may use when deciding whether—and how—to introduce an allowance.

Megan Kawasaki-Mason, Family Wealth Strategist at TFO Family Office Partners, breaks down 5 key account types you should understand, because smart money moves start with the right tools.

Mei Li Barlow, Family Wealth Manager, breaks down 5 financial moves to consider before your little one arrives. From emergency funds to insurance, these tips can help you prepare with confidence.