Tax changes you need to know for 2018

The first major American tax overhaul since 1986 has arrived. What does it mean to you and how does it affect your planning for retirement?


Charitable Giving

In addition to our multiple charitable events each year, we can help you to help others.


Intergenerational Wealth Transfers

Money can be a difficult topic for many families to discuss. While these basic estate questions help start the conversation, too often we find that this discussion unearths more questions than answers.


Diversification

One way to balance risk and reward in your investment portfolio is to diversify your assets.


Dealing with Divorce

With so many emotions involved in the dissolution of a marriage, you will probably want to make the financial aspects of your divorce proceed as smoothly as possible. Here are five tips to consider as you start the divorce process.


Planning a vacation on a budget

Whether you’re trying to do several small trips in a year, or you are planning on one luxurious vacation, you will always want to get the most out of your money.


Have Your Affairs in Order

One of the most difficult calls that we receive at our office is when a client is looking for help to settle the details of a deceased relative's estate.


Succession Planning For the Business Owner

Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die?


Financial Impact of Marriage or Divorce

While marriage or divorce produces a significant emotional impact on your life, it can also produce a significant impact on your retirement or investment plans.


5 Financial Tips for College Planning

College planning is tricky. If done incorrectly, the amount of financial aid a student could receive could be negatively impacted.


Need a Second Opinion?

One of the best ways to ensure your investment strategies are optimal and working for you is to get a second opinion.


What Should I Do with My Inheritance?

Inheriting money can be a confusing and emotional experience. You’ve lost someone close to you and now you must decide how you’re going to manage the money that you’ve never had before.