Choosing the right financial advisor is about more than investments — it’s about trust, expertise, and a strong relationship. Learn how to evaluate credentials, fiduciary responsibility, and personal fit so you can feel confident your financial future is in the right hands.
Protecting Wealth in a Digital World: A Cybersecurity Guide for High-Net-Worth Families
Cybercriminals are no longer focused only on corporations. They are targeting households, especially high-net-worth families, retirees, and professionals across communities, even ones in our area.
Be Aware When Buying or Selling a Second Home
Based on our experience, buying or selling real estate necessitates a thorough analysis of various financial aspects, including financing options, cash flow analysis, tax considerations, and how these decisions align with your overall financial planning goals.
How To Preserve Your Wealth: Strategies For High-Income Earners
Let’s look at three popular tax reduction strategies and how those strategies can be especially beneficial for high-income earners.
4 Ways to Reduce Your Capital Gains Tax
According to the IRS, the tax rate on most net capital gains is no higher than 15% for most individuals. Some or all net capital gains may be taxed at 0% if your taxable income is less than or equal to $40,400 for a single or $80,800 for married filing jointly or for a qualifying widow/widower.
Understanding the Home Sale Tax Exclusion
The home sale process is filled with uncertainties, such as how long it will take to sell and if you will get your asking price. But there's one question that doesn't have to remain a mystery: whether you will owe taxes on the sale of your home.
Are Your Adult Children Still Asking for Money? Here are Four Ways to Get Them to Stop Relying on You Financially
Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to cut the cord, follow these four steps to ease the process!
You’ve Inherited Money, Now What Should You Do?
What would you do if you received an inheritance of money? Most people don’t think about this unless they already know it’s coming in the near future. Even then, it can be overwhelming to face all the options you may have and decisions that need to be made as to what to do with the money. There are also a lot of emotions involved with receiving an inheritance; it can be a bittersweet experience.
How to Choose a Financial Advisor
Working with a financial advisor means optimizing opportunities and taking advantage of planning strategies you might not have been aware of.
Preparing Your Adult Children to Inherit Wealth
Three steps you can take to prepare and empower your adult children to inherit generational wealth and make the most of your bequest.