Financial Planning
Why Financial Teams?
When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs grow more complex. A team can offer a range of insights and perspectives, bringing a more comprehensive approach to managing your finances. There are a wide variety of teams out…
Read MoreDo You Need a Family Financial Summit?
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals. It can be helpful in aligning expectations about inheritance, responsibilities, and the…
Read MoreThe Value of Financial Advice
There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has been championed by Vanguard and does a great job illustrating the many hats a financial advisor wears. Our goal for you, whether you’re our client or not, is to get…
Read MoreHow a Financial Advisor Can Help Lower Your Tax Bill
Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can help minimize your tax liability leaving you with more money to further your financial goals. Tax planning isn’t just something you think about when…
Read More5 Easy Ways to Protect Seniors from Financial Abuse
Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But there are risks involved, especially for our…
Read MoreUnlock the Power of Our Professional Network
Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents. The importance of this can’t be overstated. Leveraging our network can help with: …
Read MoreRetirees, What’s Your Withdrawal Strategy?
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial “nest egg,” but after retirement, things change and so should our financial focus. There are a variety of questions that must be answered. How much…
Read MoreProtect Your Children from Their Inheritance
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting the assets are adequately prepared to handle them. There are…
Read MorePreparing for a First Meeting with a Financial Advisor
You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity. But this is more than just a casual chat; it’s a critical conversation to determine if this professional is the right fit for you. You’ll need to equip yourself with…
Read MoreKeep Politics Out of Your Portfolio
In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a certain allure of aligning your portfolio with your political beliefs, but the lessons of history underscore the significance of maintaining a clear boundary between the two. Here are a few…
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