The Importance of Family Wealth Planning for Future Generations
Family wealth planning is a crucial aspect of financial planning that helps families protect and grow their wealth for future generations. It involves creating a plan for managing, preserving, and transferring wealth from one generation to the next. The goal of family...
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What Investors Should Expect in The Next Few Months
As we approach the second anniversary of the pandemic that swept the world, the economy continues along its winding path toward normalization. Despite exceeding growth expectations at the end of 2021, this January has proved to be one of the most volatile for traders...
10 New Year’s Financial Resolutions
Making New Year’s Resolutions is a time-honored tradition. Every New Year’s Eve, millions of people around the world put pen to paper in hopes of improving their lives in the coming year. If you’ve ever resolved to lose weight, go to the gym, or organize your...
IRS Updates 2022: What to Consider When Filing Taxes
The Internal Revenue Service continues to update information regarding changes to tax filing in the coming year. This includes information on advance Child Tax Credit payments, Economic Impact payments, claiming the Recovery Rebate Credit, and charitable deductions....
Financial Planning for Tech Professionals
Big Tech emerged from the pandemic stronger than ever before. While other sectors suffered huge job losses and major business disruption, Big Tech has been on a tear. Company valuations have only increased in value since the start of the pandemic and continue...
Crypto & Taxes: What you need to know
It's no secret that cryptocurrency is all the rage. Cryptocurrency is slowly but surely redefining and helping expand the world of finance, with companies like PayPal and JPMorgan jumping into the fray to support the growth of cryptocurrencies.In the United States, 59...
Giving Well: End-of-year charitable planning
We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...
You’re a widow. Now what?
As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse's death is hard. Determining what’s next can be even harder. The death of a spouse is...
Dear Gen Xers: Let’s Talk About Your Investment Strategy
Born between 1965 to 1980, your generation rocked out to Fleetwood Mac on your Walkman, laughed along to Seinfeld and Friends, and survived the Y2K apocalypse. But you are so much more than “My Sharona."At this point in life, you’re juggling many competing costs:...
Juggling the Costs of Retirement vs. College: Our 5 Best Tips
Arguably the biggest and most emotionally significant goals, retirement and college, often arrive around the same stretch of time. If you're like most parents, you may be asking…What comes first: my retirement or my child's college?Let’s say your child wants to attend...
FIRE: An unconventional approach to retirement planning
What is the FIRE movement, and how can it help you achieve financial freedom?In recent years, we’ve seen an increasingly popular retirement trend, especially among Millennials, called Financial Independence, Retire Early (FIRE).The FIRE movement makes sense: Achieve...
Cash Balance Plans for High-Earning Owners & Partners
Pension plans are going extinct in corporate America. Pensions used to be the retirement plan standard for just about every employer; in 1998, nearly six in 10 Fortune 500 companies offered pensions to new hires. Over time, employers shifted from pensions to...
What is Probate, and How Can You Avoid It?
Father’s Day is a day that we take a trip down memory lane, reflecting on all the happy moments we’ve shared with our dads and father figures.Whether you plan to host a cookout, play a round of golf, or send a handwritten card in the mail, this Father’s Day, take time...
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