In 2018, the federal estate and gift tax exemption amount increased substantially, allowing high-net-worth individuals to avoid paying estate taxes on a significant portion of the assets in their estates. Read more…
3 Useful Company Employee Benefits Policies for High Earners
Employee benefits can have a significant impact on wealth accumulation, but the International Foundation of Employee Benefits Plans reports that 80% of companies struggle to get employees to read benefits materials. Read more…
How Are Restricted Stock Units Taxed? Vesting, Withholding, and Selling Explained
As the saying goes, there’s no such thing as a free lunch. Read more…
The Ultimate Checklist for End-of-Year Financial Planning: 10 Tips to Align Your Money & Goals
It is hard to believe we are already approaching the end of another year. With holiday gatherings to plan and shopping sprees we can't miss, financial planning might not be at the top of our minds this season. Read more…
Financial New Year's Resolutions You Shouldn't Wait to Tackle
We have all been there: waiting with optimism for the beginning of a new year so this time around we can make real, impactful changes in our finances and lives. But before we know it, the “new year” is now “last year,” and we haven’t made much progress towards major milestones in our financial Read more…
Fiduciary Standard of Care vs. Suitability: What's the Difference?
When you work with an investment professional such as a wealth manager or financial advisor, it’s reasonable to expect any moves being made in your accounts or strategies being suggested for your financial plan will be in your best interest, right? Read more…
Donor Considerations & Best Practices for Charitable Giving
As the end of each year approaches, conversations with many of our wealth management clients turn to strategies for lowering their tax bill. Read more…
What To Do with Required Minimum Distributions You Don’t Need
There are almost 75 million Baby Boomers—those born between 1946 and 1964—in the U.S. today. Approximately 10,000 of them retire each day. That's a lot of potential people taking required minimum distributions (RMDs) who may not need them, missing a big opportunity in their financial plan. Read more…
Unmasking Financial Advice Scams: How to Spot One and Ways to Protect Yourself
We all do it. We use internet search tools to find everything from restaurant reviews to advice on businesses we may want to work with. Read more…
The Tax Benefits of a Partial Roth Conversion
It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. Read more…
