Families that have worked hard to build wealth want to share that success with their children, grandchildren, and beyond. When it comes to building that kind of generational wealth, a family trust is a great place to start. Family trusts are a key tool for managing wealth carefully over multiple Read more…
8 Ways Women Can Invest in Themselves as Leaders
The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…
Smart Tax Strategies, Return Tips and Mistakes to Avoid with Equity Compensation
One of the most powerful advantages of equity compensation is that equity awards typically offer ways to defer or minimize taxes. But making the most of stock options, restricted stock units and other types of equity compensation requires smart tax planning—otherwise, you could end up with a Read more…
What to Know About Open Enrollment
It’s that time of year again! Fall is upon us and annual open enrollment is in full swing for a majority of companies. Open enrollment is a great time to reevaluate what makes sense for you and your family’s health. It may be tempting to just breeze through enrollment and stick with the same Read more…
What the Pandemic Has Taught Us About the Holidays
I know, I know -- it’s only November. But you can’t ignore the pumpkins in the store displays, and as soon as those come down, you’d better be ready for snowmen and candy canes. Friends, the holidays are upon us, and if you are like me, this normally triggers a sense of dread in my gut when I think Read more…
What to Know About 2021 Year-End Tax Planning
Now that we are in the 4th quarter of 2021, it’s a good time to start looking at ways to reduce your 2021 tax liability. Even though you might not know your tax liability until you file your tax return in April (or October) of 2022, in order to take advantage of some key tax saving tools, many Read more…
5 Steps for Deep Cleaning Your Finances
In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances. Read more…
Ways to Strive For Financial Freedom Amidst Uncertainty
In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…
Tax Reduction Strategies
Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…
How to Financially Prepare for a Divorce
It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce. Read more…
