{"id":823,"date":"2026-04-15T08:00:14","date_gmt":"2026-04-15T08:00:14","guid":{"rendered":"https:\/\/tfolifeacademy.com\/tfofamilyoffice\/?post_type=tool_resource&#038;p=823"},"modified":"2026-04-15T17:33:36","modified_gmt":"2026-04-15T17:33:36","slug":"tfo-insights","status":"publish","type":"tool_resource","link":"https:\/\/tfolifeacademy.com\/tfofamilyoffice\/resource\/tfo-insights\/","title":{"rendered":"TFO Insights"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Welcome to TFO Insights, a video series designed to empower you with knowledge and confidence. Whether you&#8217;re managing your personal finances or navigating life\u2019s major transitions, each episode delivers valuable insights and actionable tips from our team of experts. We\u2019re here to help you make informed decisions and stay ahead. Let\u2019s explore, learn, and grow together.[\/vc_column_text][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/o4br2vOpPeI&#8221; title=&#8221;TFO Insights: Prenups&#8221;][vc_column_text]Kim Llumiquinga, Director of Legacy and Learning, discusses common misconceptions about prenuptial agreements and the benefits they can bring to couples.[\/vc_column_text][vc_empty_space height=&#8221;45px&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/cyqjFl3liW4?si=bF2beynkB4m4Itks&#8221; title=&#8221;TFO Insights: Financial Accounts&#8221;][vc_column_text]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.<\/p>\n<p>[\/vc_column_text][vc_empty_space height=&#8221;45px&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/OicGaWHmmh0?si=vrY5vZ-vrrU5gpP4&#8243; title=&#8221;TFO Insights: Having a Baby&#8221;][vc_column_text]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.[\/vc_column_text][vc_empty_space height=&#8221;45px&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/VeOF94QeY48?si=znb4cYwMEWCJBRiX&#8221; title=&#8221;TFO Insights: Student Loans&#8221;][vc_column_text]Mei Li Barlow, Family Wealth Manager, breaks down the basics of student loans.<br \/>\nShe 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.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_video link=&#8221;https:\/\/youtu.be\/F4JNgQ9JlSI?si=YzJLL_bO9DHjoulB&#8221; title=&#8221;TFO Insights: Rent or Buy a Home&#8221;][vc_column_text]Emily Bolick, Family Wealth Strategist, breaks down the key factors to consider when deciding whether to rent or own your home.\u00a0 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.[\/vc_column_text][vc_empty_space height=&#8221;5px&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/_-AmmqiL0xQ?si=K_lEcKnMcJwst9lc&#8221; title=&#8221;TFO Insights: Net Worth&#8221;][vc_column_text]Clayton Caupp, Senior Portfolio Administration Specialist, breaks down the simple 4-step process to create your personal balance sheet. It\u2019s easier than you think, and one of the most powerful tools you can use to help understand and potentially improve your financial health.[\/vc_column_text][vc_empty_space height=&#8221;5px&#8221;][vc_video link=&#8221;https:\/\/youtu.be\/-HWEQM3e_K8&#8243; title=&#8221;TFO Insights: Allowances&#8221;][vc_column_text]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\u2014and how\u2014to introduce an allowance.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text el_class=&#8221;disclosure-small&#8221;]1683-2026-04[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Welcome to TFO Insights, a video series designed to empower you with knowledge and confidence. 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