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Thursday, May 9, 2024

Data breaches in today's digital age seem to happen far too often. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

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Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Wednesday, May 24, 2023

For high net worth individuals, the perspective around retirement tends to shift from concerns about whether you’ll be financially secure in your golden years to how you can manage your investments, taxes, cash flow, and...

Wednesday, May 10, 2023

When you’ve worked hard to create a good life for yourself and your loved ones, it’s crucial to make sure the wealth you’ve built stays in your family for the future well-being of your children and grandchildren....

Wednesday, January 4, 2023

Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has...

Wednesday, October 26, 2022

Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have...

Monday, September 12, 2022

Whether or not you’ve considered estate planning at this point in your financial journey, if you have assets and an estate, you need an estate plan. Without an estate plan, you and your family could be vulnerable to financial...

Thursday, August 18, 2022

When you have charitable giving intentions, the options available to you to fulfill them can be overwhelming. In this article, we’ll look at one specific charitable vehicle: a CRT trust (charitable remainder trust). We’ll...

Wednesday, August 17, 2022

Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future...

Monday, July 18, 2022

The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if...

Wednesday, May 4, 2022

As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be...

Friday, April 29, 2022

Whether you recently became a high earner or have been for years, paying close attention to tax planning opportunities can have a significant impact on your ability to accumulate wealth. Broadly speaking, tax planning involves the...

Thursday, March 24, 2022

Home ownership comes with fantastic benefits, like building equity in your property and having a place to live that your family can call your own. However, as most homeowners know, owning a home also comes with costs (how about a new...

Monday, February 7, 2022

Making the decision to set up a trust for a child or an adult family member is a critical part of estate planning. Creating a trust can protect your family’s wealth as it gets passed down to future generations. It can also help...

Thursday, January 27, 2022

Supporting a cause you feel passionate about is a major financial objective for many Americans. Whether your budget for charitable giving is large or small, understanding the best way to donate your money can help you maximize your...

Monday, January 24, 2022

From age-old staples like gold to modern trendsetters like cryptocurrency, alternative options to stocks and bonds have long intrigued investors. However, not all investments are a wise choice for everyone to introduce into their...

Friday, October 22, 2021

One of the most meaningful aspects of building wealth is the ability to donate to charitable causes close to your heart. It’s important to understand which charitable giving options make the most sense for...

Monday, August 30, 2021

You’ve worked hard to save, to grow your wealth, and care for your family—and you want a financial advisor who will help you make the best decisions to attain your goals in the best way for your personal financial situation...

Monday, August 23, 2021

Every family is unique, from your favorite birthday restaurant or road trip destination right down to your financial goals. However, one constant holds true for all families: It’s important to have a handle on your finances, and...

Wednesday, June 30, 2021

Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March 2021, the child tax credit: Amount has increased for certain taxpayers Is...

Monday, June 28, 2021

As a high net worth individual with a diverse portfolio of assets, taking the complexity out of financial planning is crucial to maximizing and preserving your wealth. In this article, we’ll explore the nuances of high net worth...

Thursday, March 18, 2021

You need to be able to completely trust your financial advisor and feel comfortable asking any questions that are on your mind. This trust will give you peace of mind that they’re proactively managing your money—and with an...

Thursday, February 11, 2021

As a high net worth individual, you may face unique challenges when it comes to investing, regardless of whether your assets are liquid (such as stocks and bonds) or non-liquid (such as residential or commercial real estate). This is...

Tuesday, January 5, 2021

When it comes to managing your money, you need a financial advisor who understands your current situation, as well as your future goals. You must be able to trust that person to help you make the best possible decisions for you and...

Monday, December 21, 2020

How you invest your money is a highly personal decision based on various factors, such as your financial situation and your appetite for risk. Therefore, it’s important to understand your options before you invest in the stock...

Thursday, October 8, 2020

Your financial advisor’s advice can make or break your plans to reach objectives like early retirement or passing wealth down to your children. You need to know that your advisor is not only an expert in their field, but that...

Friday, January 3, 2020

Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the...

Thursday, November 7, 2019

We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the...