Preparing for Divorce: How to Assess Your Financial Situation and 4 Professionals Who Can Help

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Preparing for Divorce: How to Assess Your Financial Situation and 4 Professionals Who Can Help

Unfortunately, there will likely be a surge in divorces as a result of the stress related to Covid-19. Divorce is one of the most emotional chapters in someone’s life, and getting guidance through such a time is invaluable. Ending your marriage means you need to paint a realistic picture of …

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How the Results of the Election Could Impact the Markets and Your Financial Plan

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How the Results of the Election Could Impact the Markets and Your Financial Plan

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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The Comprehensive Guide to Estate Planning

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The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

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How Estate and Gift Taxes Can Impact Your Financial Plan

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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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3 Money Rules: Making the Right Choices to Get From Here to There

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3 Money Rules: Making the Right Choices to Get From Here to There

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …

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Managing Finances like Football: Does Your Wealth Management Plan Have a Strong Offense, Defense and Special Teams?

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Managing Finances like Football: Does Your Wealth Management Plan Have a Strong Offense, Defense and Special Teams?

In the financial world, when evaluating a family’s overall financial situation, we manage risk and we work to prevent something bad from happening to us. We work to not give up the big play, an unfortunate event that could derail a family’s retirement plan.

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

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Lessons from Prior Economic Recessions for the  American Investor

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Lessons from Prior Economic Recessions for the American Investor

What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

For many business owners, a sale to a third party is their assumed exit path. Some business owners even start their businesses with the goal of finding a larger buyer with deep pockets, selling the business and retiring early. The potential to sell the business for cash draws business owner …

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