The Ambient Advisor Blog

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for anyone seeking to manage their assets and efficiently pass them to heirs. In this article, we examine the crucial components of an estate plan, how to begin, who can help you develop an estate plan, mistakes to avoid, and how to mitigate them.

Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in a tennis match may also translate into retirement. Prepare yourself for peak performance during the game of retirement by trying some of these retirement tips.

Life throws a lot at us. We go through incredible highs – weddings, graduations, the joy of welcoming children – and face some of the hardest moments imaginable, like losing a loved one or navigating a career change. Here at Ambient Financial Advisors, we understand how these transitions can impact your financial security, especially your life insurance. We work with many clients, both those we've known for years and those just starting out, to ensure their loved ones are protected no matter what life throws their way.

Sometimes, it is our money priorities that shift during life's disruptions.

An alternative way to manage our financial affairs during the immediate fog of grief.

Habits-Based Financial Planning, implemented by vetted advisors and planners, who understand psychological decision-making and its trending impact, will be a game changer for personal finance.

We’ve gathered what you need to know in order to compare giving gifts versus inheritances to your beneficiaries

Because at the end of the day, we have found that regardless of net worth, income, or employer benefit packages, a person’s financial future is made or broken based on their behavior.

While paying online, or through a mobile app, has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level

2 out of 10 people in America will provide custodial care, mostly in addition to their full-time jobs.

Smartphone usage increased dramatically during the pandemic as more people lost their jobs, were furloughed, or were adhering to stay-at-home orders.

Making decisions in search of short-term relief does not lead us away from money fears, anxieties, or greed, it leads us straight into them!

7 Tips For Protecting Your Assets Throughout a Divorce

Our world is changing. Fast.

“People do not want what you make them. They want how it will make them feel.”

There are lessons from the past year that could not have been taught without the interruption. Did they teach you?

Both immense beauty and intense pain are contained in our ability to acknowledge and validate another’s loss

A stock is a slice of ownership you can buy in a company.