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Estate Planning is a broad term, often overwhelming and misunderstood. Some people think only the “wealthy” need an Estate Plan, but the bottom line is most everyone should have a basic Estate Plan. Estate Planning is a topic near and dear to our hearts as we work with many clients to help develop Read more…

A key marker of personal financial success is building generational wealth. If managed appropriately, generational wealth can maintain family-owned businesses, develop financial literacy for years, and generate passive income for future family members through investments. More importantly, Read more…

Despite recent downward trends, the facts are stark: More than 689,000 people divorced in 2021. These high numbers reveal a fundamental truth: Every year, hundreds of thousands of Americans discover just how complicated divorce finances can be. As a result, there are multiple questions to answer. Read more…

Introducing self canceling installment notes (SCINs): a unique form of promissory note that allows buyers and sellers to securely transfer real estate, business interests, and other assets while helping to optimize income, gift and estate taxes. Read more…

Financial planning is an important part of achieving your life goals and securing your future. The right approach develops a comprehensive but approachable plan that grows and protects your assets and gives you the independence to pursue passions; but it's not a one-size-fits-all approach. Someone Read more…

Planning for a strong financial future and achieving your financial goals requires developing a comprehensive strategy. A well-built plan will typically involve both short-term and long-term goals, and will also take into account unexpected events that could otherwise negatively impact your Read more…

Love should always be the primary reason for two people to tie the knot, but the financial benefits of marriage are an added incentive. From the tax benefits of marriage to changes in Social Security and even the correlation between marriage and credit score, there’s a lot to be aware of after you Read more…

This past summer my family went on a much-anticipated trip to Mexico. We had delayed our plans from 2020 to celebrate my parents retirement a few times and were finally going to relax and enjoy time together on the beach. What started as a great vacation quickly tested us all physically and Read more…

When it comes to tax and financial planning, all of us — especially those with a high net worth — try to be proactive by maximizing the power of our money. To that end, many hire a financial advisor early on to help them get started with a solid spending and investment plan. But after a few years Read more…

Over the last few months, particularly as interest rates have climbed, I have had clients reach out about helping their children with purchasing a home. If this is something you’re considering, I've outlined considerations and options to help ensure your generosity doesn't de-rail your retirement Read more…