August 2026 - Hobart Wealth

Planning for Peace of Mind (Power of Attorney: More Than a Signature)

August 18, 2026 | in Financial Planning

A Power of Attorney is an important estate planning document that allows someone you trust to make financial decisions on your behalf if you’re unable to do so. It provides peace of mind, knowing the person you’ve chosen can step in when you need them most.

Most people assume that once they’ve signed a Power of Attorney, they’re done. Unfortunately, that’s not always how it works. We’ve seen families discover, during a medical emergency, that the document they thought was ready hadn’t been reviewed and accepted by the financial institution that needs to honor it.

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AI’s Next Chapter Will Need a Bigger Power Cord

August 11, 2026 | in Financial Planning, Investment Planning

Most of us have used an AI tool by now. You type in a question to ChatGPT or Google Gemini and it gives you an answer. Then it waits.

AI is already becoming part of everyday life. Even Kaiden, my three-year-old, has started trying to talk to our Alexa at home, asking it questions and expecting an answer. To him, speaking to a computer already feels normal. Not quite sure how I should feel about that, but I digress!

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How Money Beliefs Show Up in Relationships – Part Three

August 5, 2026 | in Financial Planning, Retirement Planning

Lizy and I have a very simple pattern when it comes to home projects.

We usually start with something reasonable. A contained idea. A project that feels like it should fit neatly into a category called “adult decisions we can handle easily.”

Right now, that project is our downstairs bathroom.

At first, it stayed in its lane. We talked about finishes, layout, and what it would take to make the space feel more current and functional. It felt focused and straightforward. Then, as home projects tend to do, the conversation widened.