Estate Planning
We believe that having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Education Planning
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged...
Tax Planning for Business Owners
Business transactions are becoming more complex each year. And with that, the world of taxation grows in complexity as well. As the rules of doing business, within a single jurisdiction or across multiple jurisdictions, change, so does the need for assessing their tax impacts on specific...
Financial Planning for Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
Asset Management
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning...
Small Business Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and are less costly to administer than a 401(k).
Pursue Your Financial Future
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Blogs
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding student loans? Let's navigate this new financial landscape together.
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...
Deciding when to take Social Security is a serious decision because it will have a permanent impact on the benefit you will receive for the rest of your life. And because in 2017 the full retirement age began transitioning from 66 to 67 by adding two months each year for six years, this makes choosing the right time to take Social Security even more challenging. For illustrative purposes only. The Social Security Amendments Act of...
Because many of us pay into Social Security, it's often something we think about. Unfortunately, there is a lot of misinformation about Social Security floating around, which can lead to some poor decision making. It can be such bad information that the Social Security Administration has chosen to publish articles at SSA.gov to correct some of that misinformation. Here are five of the top items: Myth #1 : Social Security benefits only help people who...
Lawsuits happen everyday, and sometimes good people are faced with the dilemma of wondering what can be taken from them and how they can protect themselves in the future from being over exposed to risk. Now I am not an attorney nor do I play one on TV, so you should definitely consult an attorney who specializes in bankruptcy for personalized and vetted information. Based on the research and courses I have done, here are...
